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ORACLE CORRESPONDENCE COMPOSER
STANDARD · OUTGOING COMMS · VOICE-DRIVEN
ACTIVE
📋 Correspondence Config
📊 Data Inputs
✅ IBKR 2025 — LOADED (U4937068)
1099 + Activity Statement parsed from uploaded files.
🟡 WEALTHFRONT + FIDELITY (2026 — NOT 2025 return)
2026 tax year events (mid-May). NOT needed for this email. Route to CC → STEWARD tracker when needed.
🧠 Pre-loaded Context
FROM: LTC Jason Davis (Ret.) — retired May 30, 2026
DOMICILE: Virginia (LOCKED); part-year resident 2026 → non-res 2027
LOCATION: São Paulo, Brazil (arrived May 1, 2026)
PASSIVE FLOOR: ~$112.6K/yr (Army ret. + 100% VA disability tax-free)
2025 IBKR: Net LT gain ~$6,447 · Dividends $108 · FTC $3.22 ✅
CRYPTO: CoinTracker + Form 8949 — Oct 15, 2026 deadline
FOREIGN ACCTS: Nubank (BR) + Wise (7 currencies) → FBAR/FATCA active
NO US–BRAZIL TAX TREATY — critical gap
TSP LOAN: ~$27.9K — Aug 28, 2026 repayment deadline
NKLAQ: Delisted Dec 30, 2025 — worthless stock IRC §165(g) question
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IBKR DATA LOADED ✅
HIT GENERATE TO DRAFT
DRAFTING IN YOUR VOICE...