What problem does it solve? Taxpayers routinely overpay because they miss deductions like QBI, self-employed health insurance, or HSA contributions buried in complex returns. This Skill reviews a tax return, flags commonly missed deductions by filer type, and quantifies potential savings in dollars. ## Core Features & Use Cases - Return Review Checklist: Systematically checks filing status, standard vs. itemized deductions, Form 8995 (QBI), Schedule 1 adjustments, and carryforwards. - Missed Deduction Detection: Covers W-2 employees, self-employed filers, investors, and homeowners with current-year contribution limits and phase-outs. - Tax Strategy Guidance: Prioritizes tax-advantaged accounts (HSA, 401(k), Roth IRA, 529) and flags aggressive positions that need CPA review. - Use Case: A self-employed user shares last year's Schedule C return; the Skill spots a missing Form 8995 and estimates a $4,200 QBI deduction worth roughly $925 in refund at the 22% bracket, amendable up to 3 years back. ## Quick Start Review my attached tax return and list any missed deductions with estimated dollar savings for each finding.
