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form-5329

Official

Audit-grade Form 5329 drafting for missed RMDs.

Finance & Accounting#tax-forms#audit-ready#form-5329#RMD#retirement-tax
Authorjupid-tax
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill produces audit-grade drafts of Form 5329 and attendant waiver narratives for missed RMDs and excess contributions, reducing manual drafting time and increasing accuracy.

Core Features & Use Cases

  • Generates Part I, Part IX, and related sections tailored to the user's facts, including waiver attachments when needed.
  • Produces a ready-to-file draft with line-by-line calculations, cross-checks, and validation notes for CP2000-style reviews.
  • Use case: a tax professional or AI agent drafts a Form 5329 for a client with missed RMDs or excess contributions, ensuring compliant, audit-ready output.

Quick Start

Enter the user's tax-year and account type, then load the SKILL.md draft to generate Part I and Part IX for Form 5329.

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-5329
Download link: https://github.com/jupid-tax/jupid-skills/archive/main.zip#form-5329

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