Many significant life events often come with a related tax consequence. Here are some issues that may be facing seniors and retirees with links to more information on their tax impact.
Planning for Retirement?
Choosing a Retirement Plan: 403(b) Tax-Sheltered Annuity Plan
Publication 915, Social Security and Equivalent Railroad Retirement Benefits
Publication 554, Older Americans’ Tax Guide
Publication 575, Pension and Annuity Income
Publication 590, Individual Retirement Account
Publication 721, Tax Guide to U.S. Civil Service Retirement Benefits
Mutual Fund Distributions
Publication 4334, SIMPLE IRA Publication
Publication 939, General Rules for Pensions and Annuities
Job Loss or Starting a New Career or Job
Publication 4128, Tax Impact of Job Loss
Publication 531, Reporting Tip Income
Publication 505, Tax Withholding and Estimated Tax
Publication 587, Business Use of Your Home (Including Use of Home by Daycare Providers)
Publication 525, Taxable and Nontaxable Income
Publication 969, Medical Savings Accounts
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)
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
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)
Divorce or Separations
Did You Know There are Tax Rules for Divorced or Separated Parents?
Publication 504, Divorced or Separated Individuals
Publication 555, Community Property
Marriage
Innocent Spouse
Publication 971, Innocent Spouse Relief
Publication 555, Community Property
Disaster
Publication 547, Casualties, Disasters, and Thefts
Publication 551, Basis of Assets
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
Did You Receive a Notice?
Many people today need more time to prepare their federal tax return. They may want to consider an for time to file. However, extension of time to file a return does not grant any extension of time to pay a tax liability.
Additional Assistance
News Releases and Tax Tips
Regards,
Brian
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