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?
• Information for Parents of Kidnapped Children
• Publication 972, Child Tax Credit
• Publication 3961, The Child Tax Credit Stuffer
• Publication 3965, Got Kids?
• Earned Income Tax Credit can lower your federal tax liabilities
• EITC Assistant- Find out whether you are eligible for the Earned Income Tax Credit
• Publication 929, Tax Rules for Children and Dependents
• Credits
• Publication 970, Tax Benefits for Education
• Tax for Children Under Age 18 Who Have Investment Income of More Than $1,600
• Form 8863, Education Credits (Hope and Lifetime Learning Credits)

Marriage

• Marriage or Divorce - Check your Social Security Number
• Innocent Spouse
• Publication 971, Innocent Spouse Relief
• Publication 555, Community Property
• Form SS-5, Application for a Social Security Card

Divorce or Separations

• Publication 3864, Tax Facts for Seniors with a Change in Marital Status
• Did you know there are tax rules for Divorced or Separated Parents?
• Publication 504, Divorced or Separated Individuals
• Pub 504 (online)
• Alimony Payments have Tax Implications
• Publication 555, Community Property
• Alimony
• Child Custody Tax Issues

Job Loss or Starting a new Career or Job

• Publication 4128, Tax Impact of Job Loss
• Unemployment
• Publication 531, Reporting Tip Income
• Withholding
• Publication 505, Tax Withholding and Estimated Tax
• Strike Benefits
• FAQs regarding 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?
• 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 Version)
• Form W-5, Earned Income Credit Advance Payment Certificate

Disasters and Casualties

• Tax Relief in Disaster Situations
• 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 (Savers Credit)
• Choosing a Retirement Plan: 403(b) Tax-Sheltered Annuity Plan
• Resources - 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 93, General Rules for Pensions and Annuities
• Credit for the Elderly or the Disabled
• Credits

First Time Home Owner

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

Moving?

• Are you 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)