us-federal-tax-assistant-skill

Name: us-federal-tax-assistant-skill
Author: calef

38stars4forks

How to install us-federal-tax-assistant-skill?

calef/us-federal-tax-assistant-skill/us-federal-tax-assistant-skill

$npx -y skills add calef/us-federal-tax-assistant-skill --skill us-federal-tax-assistant-skill

Installs into the current project.

Summary

Use this skill when helping users prepare US federal tax returns. Triggers include: any mention of 'tax return', '1040', 'tax filing', 'IRS forms', W-2, 1099, or requests to help with taxes. Use for analyzing tax documents, identifying required forms, filling out tax form PDFs, c

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SKILL.md

1	# US Federal Tax Return Preparation
2
3	## Overview
4
5	This skill helps users prepare US federal individual income tax returns by analyzing source documents, identifying required forms, filling out IRS form PDFs, and auditing completed returns for errors.
6
7	## Workflow
8
9	### Phase 1: Document Collection Planning
10
11	When the user provides a prior year tax return:
12
13	1. Analyze the return to identify all income sources, deductions, and credits claimed
14	2. Generate a comprehensive checklist of expected tax documents for the current year
15	3. Organize the checklist by institution and expected availability date (most 1099s arrive late January to mid-February)
16
17	Example checklist categories:
18	- W-2s (employers)
19	- 1099-R (retirement distributions)
20	- 1099-DIV (dividends)
21	- 1099-INT (interest)
22	- 1099-B (brokerage transactions)
23	- 1099-SA (HSA distributions)
24	- 5498-SA (HSA contributions)
25	- 1098 (mortgage interest)
26	- 1095-A/B/C (health coverage)
27
28	### Phase 2: Form Identification
29
30	Once source documents are collected:
31
32	1. Analyze all source documents to determine which IRS forms are required
33	2. Provide the user with a list of forms and direct links to download current versions from irs.gov
34	3. CRITICAL: Request that the user upload the current year blank forms. Do not rely on training data for form layouts—the IRS updates forms annually and line numbers change.
35
36	Common forms and their purposes:
37	\| Form \| Purpose \|
38	\|------\|---------\|
39	\| 1040 \| Main individual return \|
40	\| Schedule 1 \| Additional income and adjustments (HSA deduction, etc.) \|
41	\| Schedule 2 \| Additional taxes \|
42	\| Schedule 3 \| Additional credits (foreign tax credit, etc.) \|
43	\| Schedule A \| Itemized deductions \|
44	\| Schedule B \| Interest and dividends over $1,500 \|
45	\| Schedule D \| Capital gains and losses \|
46	\| Form 8949 \| Sales of capital assets \|
47	\| Form 8889 \| HSA contributions and distributions \|
48	\| Form 8995 \| Qualified business income (Section 199A) deduction \|
49	\| Form 1116 \| Foreign tax credit \|
50	\| Schedule 8812 \| Child tax credit \|
51
52	### Phase 3: Form Completion
53
54	With source documents and blank forms uploaded:
55
56	1. Extract values from source documents systematically
57	2. Map values to appropriate form lines
58	3. Complete calculations per IRS instructions
59	4. Fill out the PDF forms directly
60	5. Self-validate: After completing each form, verify totals against source documents before proceeding
61
62	Key validation checks:
63	- Total withholding across all 1099-Rs matches sum of individual Box 4 values
64	- Interest income on Schedule B matches sum of all 1099-INT Box 1 values
65	- Dividend income matches 1099-DIV totals
66	- Foreign tax paid matches 1099-DIV Box 7 totals
67	- HSA distribution on Form 8889 matches 1099-SA Box 1
68
69	### Phase 4: Audit
70
71	Before finalizing:
72
73	1. Visual verification: Compare source document images against entered values—do not rely solely on extracted text
74	2. Verify all cross-form references (e.g., Schedule D total flows to 1040 Line 7)
75	3. Check that worksheets (Qualified Dividends, Credit Limit, etc.) are completed correctly
76	4. Validate withholding totals match across all forms
77
78	Common error categories to check:
79	- Misread source documents: Confusing similar boxes (e.g., federal withholding vs. Social Security tax on W-2)
80	- Incomplete worksheets: Supporting calculations that don't auto-populate
81	- Rounding mismatches: When systems round before summing vs. after
82	- Outdated form knowledge: Line numbers that changed from prior year
83
84	## Form-Specific Guidance
85
86	### W-2 (Wage and Tax Statement)
87	- Box 1: Wages (1040 Line 1a)
88	- Box 2: Federal income tax withheld (1040 Line 25a)
89	- Box 4: Social Security tax withheld (NOT federal income tax—common confusion point)
90	- Box 12 codes: Watch for Code W (HSA employer contributions), Code DD (health coverage cost)
91
92	### 1099-R (Retirement Distributions)
93	- Box 1: Gross distribution
94	- Box 2a: Taxable amount
95	- Box 4: Federal income tax withheld
96	- Box 7: Distribution code
97	- Code 4: Death distribution (beneficiary IRA)
98	- Code 7: Normal distribution
99	- Code G: Direct rollover (not taxable)
100	- Code 2: Early distribution, exception applies
101
102	### 1099-DIV (Dividends)
103	- Box 1a: Total ordinary dividends
104	- Box 1b: Qualified dividends (taxed at capital gains rates)
105	- Box 5: Section 199A dividends (REIT dividends eligible for QBI deduction)
106	- Box 7: Foreign tax paid
107	- Box 12: Exempt-interest dividends (not taxable but may affect other calculations)
108
109	### Schedule D and Form 8949
110	- Capital loss carryforwards from prior year m

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us-federal-tax-assistant-skill

38stars4forks

View on GitHub

How to install us-federal-tax-assistant-skill?

calef/us-federal-tax-assistant-skill/us-federal-tax-assistant-skill

$npx -y skills add calef/us-federal-tax-assistant-skill --skill us-federal-tax-assistant-skill

Installs into the current project.

Summary

Files · 1

View on GitHub

SKILL.md

1	# US Federal Tax Return Preparation
2
3	## Overview
4
5	This skill helps users prepare US federal individual income tax returns by analyzing source documents, identifying required forms, filling out IRS form PDFs, and auditing completed returns for errors.
6
7	## Workflow
8
9	### Phase 1: Document Collection Planning
10
11	When the user provides a prior year tax return:
12
13	1. Analyze the return to identify all income sources, deductions, and credits claimed
14	2. Generate a comprehensive checklist of expected tax documents for the current year
15	3. Organize the checklist by institution and expected availability date (most 1099s arrive late January to mid-February)
16
17	Example checklist categories:
18	- W-2s (employers)
19	- 1099-R (retirement distributions)
20	- 1099-DIV (dividends)
21	- 1099-INT (interest)
22	- 1099-B (brokerage transactions)
23	- 1099-SA (HSA distributions)
24	- 5498-SA (HSA contributions)
25	- 1098 (mortgage interest)
26	- 1095-A/B/C (health coverage)
27
28	### Phase 2: Form Identification
29
30	Once source documents are collected:
31
32	1. Analyze all source documents to determine which IRS forms are required
33	2. Provide the user with a list of forms and direct links to download current versions from irs.gov
34	3. CRITICAL: Request that the user upload the current year blank forms. Do not rely on training data for form layouts—the IRS updates forms annually and line numbers change.
35
36	Common forms and their purposes:
37	\| Form \| Purpose \|
38	\|------\|---------\|
39	\| 1040 \| Main individual return \|
40	\| Schedule 1 \| Additional income and adjustments (HSA deduction, etc.) \|
41	\| Schedule 2 \| Additional taxes \|
42	\| Schedule 3 \| Additional credits (foreign tax credit, etc.) \|
43	\| Schedule A \| Itemized deductions \|
44	\| Schedule B \| Interest and dividends over $1,500 \|
45	\| Schedule D \| Capital gains and losses \|
46	\| Form 8949 \| Sales of capital assets \|
47	\| Form 8889 \| HSA contributions and distributions \|
48	\| Form 8995 \| Qualified business income (Section 199A) deduction \|
49	\| Form 1116 \| Foreign tax credit \|
50	\| Schedule 8812 \| Child tax credit \|
51
52	### Phase 3: Form Completion
53
54	With source documents and blank forms uploaded:
55
56	1. Extract values from source documents systematically
57	2. Map values to appropriate form lines
58	3. Complete calculations per IRS instructions
59	4. Fill out the PDF forms directly
60	5. Self-validate: After completing each form, verify totals against source documents before proceeding
61
62	Key validation checks:
63	- Total withholding across all 1099-Rs matches sum of individual Box 4 values
64	- Interest income on Schedule B matches sum of all 1099-INT Box 1 values
65	- Dividend income matches 1099-DIV totals
66	- Foreign tax paid matches 1099-DIV Box 7 totals
67	- HSA distribution on Form 8889 matches 1099-SA Box 1
68
69	### Phase 4: Audit
70
71	Before finalizing:
72
73	1. Visual verification: Compare source document images against entered values—do not rely solely on extracted text
74	2. Verify all cross-form references (e.g., Schedule D total flows to 1040 Line 7)
75	3. Check that worksheets (Qualified Dividends, Credit Limit, etc.) are completed correctly
76	4. Validate withholding totals match across all forms
77
78	Common error categories to check:
79	- Misread source documents: Confusing similar boxes (e.g., federal withholding vs. Social Security tax on W-2)
80	- Incomplete worksheets: Supporting calculations that don't auto-populate
81	- Rounding mismatches: When systems round before summing vs. after
82	- Outdated form knowledge: Line numbers that changed from prior year
83
84	## Form-Specific Guidance
85
86	### W-2 (Wage and Tax Statement)
87	- Box 1: Wages (1040 Line 1a)
88	- Box 2: Federal income tax withheld (1040 Line 25a)
89	- Box 4: Social Security tax withheld (NOT federal income tax—common confusion point)
90	- Box 12 codes: Watch for Code W (HSA employer contributions), Code DD (health coverage cost)
91
92	### 1099-R (Retirement Distributions)
93	- Box 1: Gross distribution
94	- Box 2a: Taxable amount
95	- Box 4: Federal income tax withheld
96	- Box 7: Distribution code
97	- Code 4: Death distribution (beneficiary IRA)
98	- Code 7: Normal distribution
99	- Code G: Direct rollover (not taxable)
100	- Code 2: Early distribution, exception applies
101
102	### 1099-DIV (Dividends)
103	- Box 1a: Total ordinary dividends
104	- Box 1b: Qualified dividends (taxed at capital gains rates)
105	- Box 5: Section 199A dividends (REIT dividends eligible for QBI deduction)
106	- Box 7: Foreign tax paid
107	- Box 12: Exempt-interest dividends (not taxable but may affect other calculations)
108
109	### Schedule D and Form 8949
110	- Capital loss carryforwards from prior year m

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