Explain a tax document
explain_tax_documentUse this when a user receives a US tax form or information document and wants to know what it is, why they got it, which boxes matter, where it goes on their return, what to double-check, or what to do if it is wrong, duplicated, or never arrived. Covers W-2, W-2G, the 1099 family (NEC, MISC, K, INT, DIV, B, DA, R, G, C, S, SA, Q), Schedule K-1 (partnership 1065, S-corp 1120-S, estate/trust 1041), SSA-1099, 1042-S, 5498, 1098, 1098-T, 1098-E, 1095-A/B/C, and W-9 / W-8BEN requests. For IRS letters and notices (CP or LT codes) use decode_irs_notice instead. Set brief:true for a shorter answer.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| brief | No | Set true for a shorter answer: skips the box-by-box guide and the pre-filing checklist. | |
| document | Yes | The tax form or document name as printed on it, e.g. "W-2", "1099-K", "1099-NEC", "Schedule K-1 (Form 1065)", "1042-S", "1098-T", "SSA-1099", "1095-A", "W-9". |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| relay | Yes | Instruction to the calling assistant: relay figures and dates verbatim (identical on every response). | |
| next_step | Yes | A single review link appropriate to this server surface. | |
| disclaimer | Yes | General-information disclaimer (identical on every response). | |
| source_url | Yes | The arcandledger.com page that backs this answer. | |
| server_version | No | Server release that produced this response (matches GET /version). |