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form-5498-sa

Official

Reconcile HSA 5498-SA data with Form 8889.

Finance & Accounting#reconciliation#tax-forms#irs#hsa#form-8889#5498-sa
Authorjupid-tax
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill facilitates the reconciliation of Form 5498-SA data with the corresponding Form 8889 submission, ensuring consistency between custodian-reported contributions and the taxpayer's deductions, while highlighting timing and designation issues that could trigger IRS reviews.

Core Features & Use Cases

  • Reconcile Form 5498-SA Box 2 contributions against Form 8889 Line 2 and W-2 Box 12 code W to verify direct contributions.
  • Identify and explain timing rules, prior-year designations, and potential mismatches across consecutive years.
  • Generate a comprehensive reconciliation report that maps Box values to Form 8889 data, flags discrepancies, and suggests corrective actions.

Quick Start

Load Form 5498-SA data and the associated Form 8889 to kick off the reconciliation.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

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

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