计算从1099表和经纪报告中得出的美国税收
Calculate US taxes from 1099s and brokerage statements
一位海报看到GPT代理处理税务工作，并建立了一个案例研究，其中ChatGPT准确计算了从1099表、自雇用的电子表格和经纪报告中得出的美国税收。
做了什么
A commenter said they built a ChatGPT case study for individual US taxes by feeding it 1099s, a spreadsheet for a self-employed business, and brokerage statements. They spent about an hour tweaking the setup until the calculations were right, then had ChatGPT compare its output to a PBC package and flag issues; the person was the one iterating and checking results.
效果如何
They said the tax calculation was spot on after about an hour of tweaking, and ChatGPT also identified basic tax-planning ideas correctly. The thread also reflects the obvious limitation: people still warned that tax work needs careful human review because LLMs can make errors.
值得注意
Expect a couple of hours end to end, with about an hour spent tuning prompts or inputs before the result matched.
试试这个 Prompt
I am a US taxpayer for tax year [year] with filing status [status]. I will upload my 1099s, my self-employment income and expense spreadsheet, and my brokerage statements. Calculate my federal tax estimate, showing income by source, deductions, self-employment tax, and capital gains, and flag any numbers that look inconsistent or missing. Finished means a clear summary table with your assumptions listed, and I will verify it with a tax professional before filing. Do not submit or file anything.