form-1099-sa
OfficialTurn 1099-SA data into ready Form 8889 drafts.
Authorjupid-tax
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps individuals interpret Form 1099-SA distributions and translate custodian data into the correct Form 8889 (HSA) or Form 8853 (Archer / MA MSA) calculations, ensuring QME substantiation and proper tax treatment.
Core Features & Use Cases
- Aggregate Box 1 distributions across multiple HSAs and custodians, classify distributions by Box 3 code, and determine whether they are QME.
- Generate draft Form 8889 Part II (HSA) or Form 8853 Part II (Archer/MA MSA) with line-by-line calculations (14a, 14b, 14c, 15, 16, 17a/17b) and supporting QME documentation.
- Provide auditable outputs suitable for Schedule 1 and Schedule 2, with references to IRS forms and publications, and ready-to-file deliverables.
Quick Start
Provide a 1099-SA data payload (Box 1–5) and QME totals to generate a draft Form 8889 Part II (HSA) or Form 8853 Part II (Archer/MA MSA).
Dependency Matrix
Required Modules
None requiredComponents
references
💻 Claude Code Installation
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Please help me install this Skill: Name: form-1099-sa Download link: https://github.com/jupid-tax/jupid-skills/archive/main.zip#form-1099-sa Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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