End-of-year IRS form preparation: document checklist, form identification, form completion guidance, and audit review. Use when preparing tax returns, filling IRS forms, assembling tax document checklists, reviewing form completeness, or reconciling income sources during tax season.
Prepare IRS tax forms using source documents, exact tax computation, and cross-server baselines. This skill is fail-closed: if facts are outside the supported 2025/2026 US + MA individual/fiduciary scope, stop and explain what is unsupported. Never estimate unsupported tax computations.
Paperless tax documents are the authoritative source for all income and deduction figures. W-2, 1099, K-1, 1098, and other IRS information returns filed to Paperless are the primary evidence layer — form line items are populated exclusively from these documents.
Actual Budget and Ghostfolio are secondary reconciliation sources only. Their role is:
paperless.search_documents, paperless.get_document, paperless.download_document — source W-2, 1099, K-1 (authoritative)household-tax.assess_exact_support, household-tax.compute_individual_return_exact, household-tax.compute_fiduciary_return_exactactual-budget.analytics(operation="monthly_summary") — flag income discrepancies, trigger missing-form searchesghostfolio.portfolio(operation="dividends"), ghostfolio.portfolio(operation="summary") — flag missing 1099-DIV/1099-B, do not use as form inputAdapted from calef/us-federal-tax-assistant-skill (GPLv3 — private use).
scripts/download_irs_forms.py — download IRS PDF forms organized by year; reads scripts/forms-metadata.json for URL constructionIRS form PDFs are not bundled with this skill. To get local copies:
cd agent-configs/household-comptroller/scripts
python3 download_irs_forms.py 2025
Forms download to ./forms/<year>/. If the user prefers manual download, direct them to irs.gov/forms-instructions.
references/irs-form-matrix.md for the complete classification and routing.Based on available documents and income types, identify required IRS forms and schedules. Map each source document to the form or schedule it feeds using references/irs-form-matrix.md (covers primary returns, schedules, additional forms, estimated payments, and MA state forms).
household-tax.compute_individual_return_exact or household-tax.compute_fiduciary_return_exact for exact computation where supported (2025/2026 US+MA scope). Individual returns support structured itemized deductions and child tax credit (dependents).Always include:
as_of timestampsupported | unsupported)Inherits from quarterly-tax: if facts are outside the supported 2025/2026 US+MA scope, stop and explain. Never estimate unsupported tax computations. Never claim exact results when assess_exact_support.supported is false.