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Managing Your Taxes After a Life Event
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.
Life Events |
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From Birth through Childhood
- Credits
- What is an ATIN?
- Publication 972, Child Tax Credit
- Publication 970, Tax Benefits for Education
- Publication 929, Tax Rules for Children and Dependents
- Earned Income Tax Credit Can Lower Your Federal Tax Liabilities
- Form 8863, Education Credits (Hope and Lifetime Learning Credits)
- Publication 501, Exemptions, Standard Deductions, and Filing Status
- Form 8615, Tax for Children Under Age 14 Who Have Investment Income of More Than $1,600
Married, Separated & Divorced
- Innocent Spouse
- Publication 555, Community Property
- Publication 971, Innocent Spouse Relief
- Marriage or Divorce - Check your Social Security Number
- Pub 504 (online)
- Publication 555, Community Property
- Publication 504, Divorced or Separated Individuals
Health Care Law
- Publication 5093, Health Care Online Resources
- Publication 5120, Facts About the Premium Tax Credit - Flyer
- Publication 5120SP, Facts About the Premium Tax Credit - Flyer (SP)
- Publication 5152, Report Changes to the Marketplace as They Happen
- Publication 5121, Facts About the Premium Tax Credit - Tri-fold Brochure
- Publication 5156, Fact About the Individual Shared Responsibility Provision
- Publication 5121SP, Facts About the Premium Tax Credit - Tri-fold Brochure (SP)
Starting a New Career or Job Loss
- Withholding
- Unemployment
- Publication 531, Reporting Tip Income
- Independent Contractor or Employee?
- Publication 4128, Tax Impact of Job Loss
- Publication 969, Medical Savings Accounts
- Publication 529, Miscellaneous Deductions
- Publication 525, Taxable and Nontaxable Income
- Publication 505, Tax Withholding and Estimated Tax
- Form W-4, Employee's Withholding Allowance Certificate
- Publication 463, Travel, Entertainment, Gift, and Car Expenses
- Publication 587, Business Use of Your Home (Including Use of Home by Daycare Providers)
- Publication 571, Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations
Disasters and Casualties
- Tax Relief in Disaster Situations
- Publication 551, Basis of Assets
- Publication 547, Casualties, Disasters, and Thefts
Persons with Disabilities
- Disability and the Earned Income Tax Credit
- Publication 3966, Taxpayers with Disabilities
- Publication 502, Medical and Dental Expenses
- Publication 524, Credit for the Elderly or Disabled
- Publication 907, Tax Highlights for Persons with Disabilities
Planning for Retirement?
- FAQ's Regarding IRAs
- Choosing a Retirement Plan
- Resources - IRA Based Plans
- Publication 575, Pension and Annuity Income
- Publication 554, Older Americans' Tax Guide
- 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
- Publication 915, Social Security and Equivalent Railroad Retirement Benefits
- Publication 590A, Contributions to Individual Retirement Arrangements (IRAs)
- Publication 590B, Distributions from Individual Retirement Arrangements (IRAs)
Mutual Fund Distributions
- Credits
- Publication 4334, SIMPLE IRA Publication
- Publication 939, General Rules for Pensions and Annuities
First-time Home Owner
- Publication 936, Home Mortgage Interest Deduction
- Publication 530, Tax Information for First-Time Homeowners
Moving?
- Form 3903, Moving Expenses
- Form 8822, Change of Address
- Publication 521, Moving Expenses
- Publication 523, Selling Your Home
- Publication 17, Your Federal Income Tax
- Publication 530, Tax Information for First-Time Homeowners
Bankruptcy
- Publication 908, Bankruptcy Tax Guide
Deceased Taxpayer
- Form 56, Notice Concerning Fiduciary Relationship
- Publication 559, Survivors, Executors and Administrators
- Form 1310, Statement of Person Claiming Refund Due a Deceased Taxpayer
- Form 4810, Request For Prompt Assessment Under Internal Revenue Code Section 6501(d)
Page Last Reviewed or Updated: 11-Feb-2016
