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form-5498

Official

Reconcile Form 5498 data with your tax return.

Finance & Accounting#reconciliation#rmd#ira#form-5498#tax-records#1099-r#8606
Authorjupid-tax
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Form 5498 data often mismatches tax returns; this skill helps identify and reconcile those differences.

Core Features & Use Cases

  • Reconcile Box 1/2/3/4/5/7/11/12 across 5498 and the return (1040, Schedule 1, 8606, 1099-R)
  • Generate a concise, audit-ready reconciliation report and recommended corrective actions
  • Use cases include single- or multi-custodian IRA scenarios with RMD planning

Quick Start

Reconcile a Form 5498 from a custodian with your 2025 tax return to verify box mappings and resolve mismatches.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

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Please help me install this Skill:
Name: form-5498
Download link: https://github.com/jupid-tax/jupid-skills/archive/main.zip#form-5498

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