IRS Resources for life-changing events

Did you know that life events like marriage, divorce and retirement may have a significant tax impact? We’ve put together a list of IRS resources to help you navigate a variety of life changes. Got questions? Feel free to call us at (210) 227-2800 and let us help you.

Marriage

• Marriage or Divorce – Check your Social Security Number

• Innocent Spouse

• Publication 971, Innocent Spouse Relief?

• Publication 555, Community Property?

Divorce or Separations

• Publication 504, Divorced or Separated Individuals

• Pub 504 (online)

• Publication 555, Community Property

• Publication 3864, Tax Facts for Seniors with a Change in Marital Status

Job Loss or Starting a new Career or Job

• Publication 4128, Tax Impact of Job Loss

• Independent Contractor or Employee?

• Unemployment

• Withholding

• Publication 463, Travel, Entertainment, Gift, and Car Expenses

• Publication 505, Tax Withholding and Estimated Tax

• Publication 525, Taxable and Nontaxable Income??

• Publication 529, Miscellaneous Deductions??

• Publication 531, Reporting Tip Income

• Publication 571, Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations

• Publication 587, Business Use of Your Home (including use of home by Daycare Providers)

• Publication 919, How do I Adjust My Withholding??

• Publication 969, Medical Savings Accounts??

• Form W-4, Employee’s Withholding Allowance Certificate

Persons with Disabilities

• Disability and the Earned Income Tax Credit

• 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?