form-1099-q
Official1099-Q tax guidance for 529 withdrawals.
Authorjupid-tax
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill provides expert guidance to interpret Form 1099-Q data for 529 and Coverdell distributions, determine taxability, AAQEE adjustments, and required outputs for Schedule 1, Schedule 2, and Form 5329.
Core Features & Use Cases
- Accurate taxability assessment: computes AAQEE, taxable earnings, and 10% additional tax possibilities with proper exceptions.
- Output-ready worksheets: generates the audit-grade worksheet and downstream filing guidance for 1040, Schedule 1/2, and Form 5329.
- Use Case: A taxpayer receives a 1099-Q and needs to decide whether the distribution is fully qualified or partially taxable, including coordination with AOTC/LLC or SECURE 2.0 rollovers.
Quick Start
Parse the user’s 1099-Q data to produce a ready-to-file worksheet and actionable guidance.
Dependency Matrix
Required Modules
None requiredComponents
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-1099-q Download link: https://github.com/jupid-tax/jupid-skills/archive/main.zip#form-1099-q Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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