Life events have a significant tax impact

Did you know that life events like marriage, divorce and retirement may have a significant tax impact? Organized by type of event, this page provides resources that explain the tax impact of each. 

Taxpayer Rights 

From Birth through Childhood

• Publication 4156 , Life Cycle Brochure
• Publication 501, Exemptions, Standard Deductions, and Filing Status
• What is an ATIN?
• Publication 972, Child Tax Credit
• Publication 3961, The Child Tax Credit Stuffer
• 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
• Form 8615, Tax for Children Under Age 14 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

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

Disasters and Casualties

• Tax Relief in Disaster Situations
• Publication 547, Casualties, Disasters, and Thefts
• Publication 551, Basis of Assets

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

Mutual Fund Distributions

• Publication 4334, SIMPLE IRA Publication
• Publication 939, General Rules for Pensions and Annuities
• 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)

Did you receive a Notice?

• Individual Filer Notices
• Understanding Your IRS Notice

Filing or paying late - Information Taxpayers should know!

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

• Where to File
• Publications available online
• Which records should you keep?
• How do I get a copy of my tax return?
• Help with technical tax questions
• Changing Your Address? Notify the IRS

We want to remind military families that many of you may also qualify for EITC.

• 1040 Central
• Tax Trails
• Frequently Asked Tax Questions And Answers
• Need more help?
• Consumer Alert on Credit Counseling Organizations

News Releases and Tax Tips

• Tax Tips
• Latest News
• Fact Sheets
• What's Hot in Tax Forms and Publications?

Circular 230 Disclosure

Pursuant to the requirements of the Internal Revenue Service Circular 230, we inform you that, to the extent any advice relating to a Federal tax issue is contained in this communication, including in any attachments, it was not written or intended to be used, and cannot be used, for the purpose of (a) avoiding any tax related penalties that may be imposed on you or any other person under the Internal Revenue Code, or (b) promoting, marketing or recommending to another person any transaction or matter addressed in this communication