form-8995-a

Compute Form 8995-A draft with Part II and Part IV calculations from QBI sources.

1|Updated Apr 27, 2026

Search Tags:#tax-deduction #qbi #form-8995-a #sstb #phase-in #loss-netting

Ready to run

npx skills add https://github.com/jupid-tax/jupid-skills --skill form-8995-a

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: form-8995-a
Source: https://github.com/jupid-tax/jupid-skills/tree/main/forms/form-8995-a
Command: npx skills add https://github.com/jupid-tax/jupid-skills --skill form-8995-a

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill produces an audit-grade draft of Form 8995-A for the Qualified Business Income deduction, including Part II computations and the overall cap, from user-provided QBI sources and SSTB status.

Core Features & Use Cases

Generates a complete draft of Form 8995-A (and accompanying schedules) with inputs from Schedule C, K-1, REIT/PTP, and capital gains.
Applies SSTB phase-in, W-2/UBIA limits, loss netting, and REIT/PTP calculations, with built-in validation checks.
Use cases include high-income filers evaluating SSTB scenarios, cost-sharing aggregation, and preparing a CPA-ready draft for review.

Quick Start

Provide all required inputs (tax year, filing status, QBI sources, SSTB status, W-2 wages, UBIA, REIT/PTP data) to generate a Form 8995-A draft.

Frequently Asked Questions about form-8995-a

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I calculate QBI deduction with SSTB phase-in and W-2 wage limits?▼

Calculating the QBI deduction with SSTB phase-in and W-2 wage limits requires compiling QBI sources, W-2 wages, and UBIA. Applying the SSTB phase-in and wage limits to these inputs produces an audit-grade Form 8995-A draft with Part II and Part IV computations.

What is Form 8995-A used for in Qualified Business Income deductions?▼

Form 8995-A computes the Qualified Business Income deduction for high-income filers exceeding thresholds. It handles SSTB phase-ins, W-2/UBIA limits, loss netting, and REIT/PTP data to generate a CPA-ready draft with Part II and overall cap calculations.

How do I net QBI losses across Schedule C, K-1, and Schedule E sources?▼

Netting QBI losses across Schedule C, K-1, and Schedule E requires inputting all income and loss data from each source. The computation applies loss netting rules alongside aggregation eligibility checks to produce a validated Form 8995-A draft.

Does Form 8995-A handle aggregation eligibility for multiple trade or business activities?▼

Form 8995-A handles aggregation eligibility for multiple trade or business activities. The computation evaluates QBI sources, applies loss netting, and performs validation checks to determine if aggregation requirements are met for the draft.

What inputs are required to compute a Form 8995-A draft for REIT and PTP income?▼

Computing a Form 8995-A draft for REIT and PTP income requires tax year, filing status, SSTB status, W-2 wages, UBIA, and REIT/PTP data. Providing all inputs generates a CPA-ready draft with Part IV calculations and built-in validation checks.

When should I use Form 8995-A instead of the simplified Form 8995 for QBI deductions?▼

Use Form 8995-A instead of the simplified Form 8995 when you have SSTB phase-in scenarios, W-2/UBIA wage limits, or loss netting across multiple QBI sources. These complex calculations require the detailed Part II and Part IV computations that 8995-A provides.