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Category: Guide Me Feature

Life events that may have a significant tax impact

Many times we experience significant life events that may have an impact on our taxes! This page is designed to help you while explaining to individuals the tax impact of these events. All of these forms and publication links are linked to the most recent IRS document available.

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

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 969, Medical Savings Accounts

Independent Contractor or Employee? - How to determine what you are considered

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 information

Disasters and Casualties

Publication 547, Casualties, Disasters, and Thefts

Publication 551, Basis of Assets

Persons with Disabilities

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 (Saver's Credit)

Choosing a Retirement Plan, 403(b) Tax-Sheltered Annuity Plan

IRA Based Plans, Choosing a Retirement Plan

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 550, Mutual Fund Distributions

Publication 4334, SIMPLE IRA Publication

Publication 524, Credit for the Elderly

First Time Homebuyer

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)