form-1095-a

Official

Automate 1095-A reconciliation and 8962 drafting

Authorjupid-tax
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill produces an audit-grade Form 8962 reconciliation from Form 1095-A data, guiding an agent through line-by-line reconciliation and delivering a ready-to-file draft.

Core Features & Use Cases

  • Audit-grade Form 8962 reconciliation from Form 1095-A data, including annual and monthly calculations.
  • Supports shared policy allocation, eligibility checks, and repayment limitation validation against Pub 974.
  • Generates a draft Form 8962 and a clear hand-off to Schedule 2, Schedule 3, or attachment steps for Form 1040.

Quick Start

Load the 1095-A data into the skill and generate a draft Form 8962 you can review and file

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: form-1095-a
Download link: https://github.com/jupid-tax/jupid-skills/archive/main.zip#form-1095-a

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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