form-8962
OfficialPTC calculations and APTC reconciliations.
Authorjupid-tax
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This skill automates the calculation and reconciliation of the Premium Tax Credit (PTC) on IRS Form 8962, ensuring accurate alignment with Form 1095-A data and marketplace APTC payments.
Core Features & Use Cases
- PTC computation for Form 8962, including lines for annual and monthly methods, PTC and APTC reconciliation, and routing to Schedule 2 or Schedule 3.
- Edge-case handling for shared marketplace policies, year-of-marriage scenarios, MFJ/MFS considerations, and cap computation using Pub 974 tables.
- Inputs orchestration from tax year, filing status, tax family size, MAGI, dependent MAGI, Form 1095-A, and state FPL tables to produce a draft Form 8962 with validation.
Quick Start
Load the SKILL.md frontmatter and provide the required 1095-A data and MAGI inputs to generate a draft Form 8962.
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-8962 Download link: https://github.com/jupid-tax/jupid-skills/archive/main.zip#form-8962 Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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