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Category: Tax Tips

What life events 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 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)

*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

 

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

*FAQ's 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

 

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-A, Contributions to Individual Retirement Arrangements

*Publication 590-B, Distributions from Individual Retirement Arrangements

*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

*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)