tax-filingv0.2.0

A US citizen or resident alien with a single W-2 from employment and a 1099-INT for bank interest needs to file Form 1040. The skill guides them through determining filing status, calculating total wages and interest, applying the standard deduction, and filling the PDF form with validation checks for income and withholding amounts.

An F-1 visa holder in their first 5 calendar years, exempt from the Substantial Presence Test, must file Form 1040-NR as a nonresident alien. The skill helps them gather I-94 travel history, identify applicable tax treaty benefits, and map income from a W-2 or 1099-NEC to the correct lines on the 1040-NR form.

A resident alien or citizen with 1099-NEC income from freelance work needs to file Schedule C for business profit/loss and Schedule SE for self-employment tax. The skill assists in calculating net income, deducting expenses, and ensuring proper routing to Form 1040 with cross-validation for SE tax and adjustments.

A taxpayer with stock or crypto sales reported on 1099-B forms must file Form 8949 and Schedule D to report capital gains or losses. The skill guides them through determining cost basis, applying the $3,000 loss limit, and validating that totals flow correctly to Form 1040 Line 7.

A visa holder who changed residency status mid-year, such as from nonresident to resident alien, faces a complex dual-status filing. The skill identifies this scenario, notes the need for professional review for the transition period, and helps separate income and forms for each status portion of the year.

Offer a monthly or annual subscription for individuals and small businesses to access the AI skill for guided tax filing, including updates for tax law changes and priority support. Revenue comes from subscription fees, with tiers based on complexity like self-employment or investment income.

Integrate the skill into existing tax software as a free basic tool for simple returns (e.g., W-2 only), with premium upgrades for advanced features like NRA filing, Schedule C support, or PDF form validation. Revenue is generated through in-app purchases or upgrade fees.

License the skill to companies with international employees (e.g., on H-1B or F-1 visas) to assist with tax filing guidance as an employee benefit. Revenue comes from annual licensing fees per user or enterprise contracts, reducing HR support costs for tax-related queries.