Managing Your Taxes After a Life Event

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Organized by type of event, this page provides resources that explain the tax impact of each. Since life events can affect your refund or how much you owe the IRS at tax time, the IRS recommends you use the Tax Withholding Estimator to check and make sure you’re paying the right amount of tax from each paycheck.

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Life Events

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• From Birth through Childhood

• Married, Separated & Divorced

• Health Care Law

• Starting a New Career or Job Loss

• Disasters and Casualties

• Persons with Disabilities

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From Birth through Childhood

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• Credits

• What is an ATIN?

• Publication 972, Child Tax Credit PDF

• Publication 970, Tax Benefits for Education PDF

• Publication 929, Tax Rules for Children and Dependents PDF

• Earned Income Tax Credit Can Lower Your Federal Tax Liabilities

• Form 8863, Education Credits (Hope and Lifetime Learning Credits) PDF

• Publication 501, Exemptions, Standard Deductions, and Filing Status PDF

• Form 8615, Tax for Children Under Age 14 Who Have Investment Income of More Than $1,600 PDF

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Married, Separated & Divorced

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• Innocent Spouse

• Publication 555, Community Property PDF

• Publication 971, Innocent Spouse Relief PDF

• Marriage or Divorce - Check your Social Security Number

• Publication 555, Community Property PDF

• Publication 504 (online)

• Publication 504, Divorced or Separated Individuals PDF)

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Health Care Law

• Publication 5093, Health Care Online Resources PDF

• Publication 5120, Facts About the Premium Tax Credit - Flyer PDF

• Publication 5120 (SP), Facts About the Premium Tax Credit - Flyer (in Spanish) PDF

• Publication 5152, Report Changes to the Marketplace as They Happen PDF

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Starting a New Career or Job Loss

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• Withholding

• Unemployment

• Publication 531, Reporting Tip Income PDF

• Independent Contractor or Employee?  PDF

• Publication 4128, Tax Impact of Job Loss PDF

• Publication 969, Medical Savings Accounts PDF

• Publication 529, Miscellaneous Deductions PDF

• Publication 525, Taxable and Nontaxable Income PDF

• Publication 505, Tax Withholding and Estimated Tax PDF

• W-4, Employee's Withholding Certificate  PDF

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

• Publication 587, Business Use of Your Home (Including Use of Home by Daycare Providers) PDF

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

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Disasters and Casualties

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• Tax Relief in Disaster Situations

• Publication 551, Basis of Assets PDF

• Publication 547, Casualties, Disasters, and Thefts PDF

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Persons with Disabilities

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• Disability and the Earned Income Tax Credit

• Publication 3966, Taxpayers with Disabilities PDF

• Publication 502, Medical and Dental Expenses PDF

• Publication 524, Credit for the Elderly or Disabled PDF

• Publication 907, Tax Highlights for Persons with Disabilities PDF

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Planning for Retirement?

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• FAQs Regarding IRAs

• Choosing a Retirement Plan

• Resources - IRA Based Plans

• Publication 575, Pension and Annuity Income PDF

• Publication 554, Older Americans' Tax Guide PDF

• Retirement Savings Contributions Credit (Savers Credit)

• Choosing a Retirement Plan: 403(b) Tax-Sheltered Annuity Plan

• Publication 721, Tax Guide to U.S. Civil Service Retirement Benefit PDF

• Publication 915, Social Security and Equivalent Railroad Retirement Benefits PDF

• Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs) PDF

• Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs) PDF

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Mutual Fund Distributions

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• Publication 4334, SIMPLE IRA Publication PDF

• Publication 939, General Rules for Pensions and Annuities PDF

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First-time Home Owner

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• Publication 936, Home Mortgage Interest Deduction PDF

• Publication 530, Tax Information for First-Time Homeowners PDF

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Moving?

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• Form 3903, Moving Expenses PDF

• Form 8822, Change of Address PDF

• Publication 521, Moving Expenses PDF

• Publication 523, Selling Your Home PDF

• Publication 17, Your Federal Income Tax PDF

• Publication 530, Tax Information for First-Time Homeowners PDF

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Bankruptcy

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• Publication 908, Bankruptcy Tax Guide PDF

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Deceased Taxpayer

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• Form 56, Notice Concerning Fiduciary Relationship PDF

• Publication 559, Survivors, Executors and Administrators PDF

• Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer PDF

• Form 4810, Request For Prompt Assessment Under Internal Revenue Code Section 6501(d) PDF

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Source of Information: IRS.gov

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