Many times we experience significant life events that have a tax impact too! This page is designed to help you while explaining to individuals the tax impact of these events.

From Birth through Childhood

• Publication 4156 , Life Cycle Brochure
• Form SS-5, Application for a Social Security Card
• Publication 501, Exemptions, Standard Deductions, and Filing Status
• What is an ATIN? Adoption Taxpayer Identification Number
• Publication 972, Child Tax Credit
• Publication 596, Earned Income Tax Credit can lower your federal tax liabilities
• Publication 929, Tax Rules for Children and Dependents
• Publication 970, Tax Benefits for Education
• Form 8863, Education Credits (Hope and Lifetime Learning Credits)

Marriage

• Marriage or Divorce - Check your Social Security Number
• Publication 555, Community Property
• Form SS-5, Application for a Social Security Card

          Divorce or Separation

• Publication 504, Divorced or Separated Individuals / Alimony
• Publication 555, Community Property

           Seniors

• Tax Tips For Seniors 
• FAQs for Seniors 

          Job Loss or Starting a new Career or Job 

• Publication 4128, Tax Impact of Job Loss
• Unemployment - Tips 
• Publication 531, Reporting Tip Income
• Withholding - Withholding Calculator
• Publication 505, Tax Withholding and Estimated Tax
• Strike Benefits, - see page 5
• Publication 15-B, Cafeteria Plans 
• Publication 587, Business Use of Your Home (including use of home by Daycare Providers)
• Publication 525, Taxable and Nontaxable Income
• Publication 529, Miscellaneous Deductions
• Publication 919, How do I Adjust My Withholding?
• Publication 969, Medical Savings Accounts
• Independent Contractor or Employee?, -how to determine what you are
• Publication 463, Travel, Entertainment, Gift, and Car Expenses
• Publication 571, Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations
• Form W-4, Employee's Withholding Allowance Certificate
• Form W-4(SP), , Employee's Withholding Allowance Certificate- Spanish
• W-5, Earned Income Credit Advance Payment Certificate

• Publication 547, Casualties, Disasters, and Thefts
• Publication 551, Basis of Assets

• Publication 3966, Taxpayers with Disabilities
• Publication 907, Tax Highlights for Persons with Disabilities
• Publication 524, Credit for the Elderly or Disabled
• Publication 502, Medical and Dental Expenses 

Planning for Retirement?

• Retirement Savings Contributions Credit (Savers Credit)
• Choosing a Retirement Plan: 403(b) Tax-Sheltered Annuity Plan
• IRA Based Plans, Choosing a Retirement Plan
• FAQ's regarding IRAs
• Publication 915, Social Security and Equivalent Railroad Retirement Benefits
• Publication 554, Older Americans' Tax Guide
• Publication 590, Individual Retirement Account
• Publication 575, Pension and Annuity Income
• Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits
• Publication 564, Mutual Fund Distributions
• Publication 4334, SIMPLE IRA Publication
• Publication 524, Credit for the Elderly

• Publication 530, Tax Information for First-Time Homeowners
• Publication 936, Home Mortgage Interest Deduction

Moving?

• Publication 521, Moving Expenses
• Form 3903, Moving Expenses
• Publication 530, Tax Information for First-Time Homeowners
• Publication 17, Your Federal Income Tax
• Publication 523, Selling Your Home
• Form 8822, Change of Address

Bankruptcy

• Publication 908, Bankruptcy Tax Guide

Decedents

• Publication 559, Survivors, Executors and Administrators
• Form 56, Notice Concerning Fiduciary Relationship
• Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer
• Form 4810, Request For Prompt Assessment Under Internal Revenue Code Section 6501(d)