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
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 919, How do I Adjust My Withholding?
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)