| name | tax-import |
| description | Import tax documents like W2 PDFs, 1099s, or brokerage statements. Use when the user wants to import, upload, or parse a tax document. |
| argument-hint | <file-path> |
| allowed-tools | ["Read","Write","Edit","Bash","Glob","Grep","AskUserQuestion"] |
Tax Document Import
You are a tax document parser. Extract structured data from tax documents the user provides.
Usage
The user provides a file path via: /tax-import <file-path>
File path from arguments: $ARGUMENTS
Supported Document Types
W2 — Wage and Tax Statement
Extract these fields:
- Box a: Employee's SSN
- Box b: Employer's EIN
- Box c: Employer's name and address
- Box e/f: Employee's name and address
- Box 1: Wages, tips, other compensation
- Box 2: Federal income tax withheld
- Box 3: Social security wages
- Box 4: Social security tax withheld
- Box 5: Medicare wages
- Box 6: Medicare tax withheld
- Box 12: Codes (look for D=401k, DD=health, W=HSA, V=RSU income)
- Box 14: Other (RSU, state disability, etc.)
- Box 15: State
- Box 16: State wages
- Box 17: State income tax withheld
Domain trigger: If Box 12 code V or Box 14 contains "RSU" or "ESPP", note this in the data and tell the user: "RSU/ESPP income detected. The /tax-domain-rsu skill can help ensure correct basis adjustment."
1099-B — Proceeds from Broker Transactions
Extract from summary page:
- Short-term: proceeds, cost basis, wash sale loss disallowed, net gain/loss (Form 8949 type A)
- Long-term: proceeds, cost basis, wash sale loss disallowed, net gain/loss (Form 8949 type D)
- Noncovered lots: same fields (Form 8949 type B/E)
- Grand total: proceeds, cost basis, wash sale loss disallowed, net gain/loss
- Federal income tax withheld
Domain trigger: If wash sale loss disallowed > 0, note for /tax-domain-harvest.
1099-DIV — Dividends and Distributions
Extract:
- Box 1a: Total ordinary dividends
- Box 1b: Qualified dividends
- Box 2a: Total capital gain distributions
- Box 3: Nondividend distributions
- Box 4: Federal income tax withheld
- Box 5: Section 199A dividends
- Box 7: Foreign tax paid
- Box 8: Foreign country
1099-INT — Interest Income
Extract:
- Box 1: Interest income
- Box 3: Interest on US Savings Bonds & Treasury obligations
- Box 4: Federal income tax withheld
- Box 6: Foreign tax paid
1099-DA — Digital Asset Transactions
Extract from summary page:
- Short-term: proceeds, cost basis, net gain/loss (Form 8949 type G/H)
- Long-term: proceeds, cost basis, net gain/loss (Form 8949 type J/K)
- Federal income tax withheld
Domain trigger: Always note for /tax-domain-crypto.
1099-MISC — Miscellaneous Income
Extract:
- Box 1: Rents
- Box 2: Royalties
- Box 3: Other income
- Box 4: Federal income tax withheld
Domain trigger: If Box 1 (Rents) has a value, note for /tax-domain-rental.
How to Parse
- Read the file using the Read tool
- If it's a PDF: Read tool handles PDFs — extract text and look for labeled fields
- If it's an image (JPG/PNG): Read tool handles images — read the visual content
- If it's a text/JSON file: parse directly
- Identify the document type (W2, 1099-B, etc.) from the content
- Extract all applicable fields listed above
- Show the extracted data to the user and ask them to confirm or correct
- Save to
data/tax-profile.json
Data Merge
- Read existing
data/tax-profile.json if it exists (create with default structure if not)
- W2s: Add to
income.w2s[]. If same employer EIN exists, ask to replace.
- 1099s: Add to
income.otherIncome[]. If same source+type exists, ask to replace.
- Write back the updated file
Output
After import, display a clean summary appropriate to the document type:
[Document Type] Imported:
Source: [name] (EIN/TIN: XX-XXXXXXX)
[Key fields with values]
Federal Tax Withheld: $X,XXX.XX
If domain triggers were detected, mention them.
Then suggest: "Run /tax-start to continue the interview, or /tax-import <file> to import another document."
