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Tax Handouts & Organizers

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FAQTs - Frequently Asked Questions About Taxes

1099-NEC Filing Requirements

401(k) Withdrawals

Alternative Minimum Tax

Back Door Roth IRAs

Business entity choice

Cancellation of Debt

Checklist for hiring your minor child

Crowdfunding Tax Implications

Dependent care options

Do You Owe the IRS?

Driving for Uber & Lyft

Electric Vehicle Credits

Energy Efficient Home Improvement Credit

Federally Declared Disasters

Giving your IRA to Charity

Home office basics

Household Employer Checklist

How Your Tax Return Affects Medicare Premiums

Independent contractor vs. employee

Inherited IRA Choices

IRS Accounts & ID.Me

No Tax on Overtime

Opportunity Zone Investments

Paycheck Protection Program

Paying Your Taxes Online – IRS Direct Pay

Planning for the .9% Earned Income Surtax

Planning for the 3.8% Investment Surtax

Qualified Business Income (QBI) Deduction

Record Retention

Required Minimum Distributions

Residential Clean Energy Credit

Roth Conversions

Roth IRAs for Children

Saving for college options

Smartphone apps for tax recordkeeping

Solo 401(k) Plans

Stimulus Payments (all 3 rounds)

Tax benefits of having kids

Tax Consequences of Getting Married

Tax implications of divorce

Withholding and Form W4

Getting Ready for the Upcoming Tax Season

Foreign Asset Worksheet

Income Tax Organizer Worksheet

Tax Essentials Newsletter

Tax Time Basics Organizer

Year End Tax Newsletter

Year-end 1040 checklist

OBBB Act (the new tax laws)

One Big Beautiful Bill Act

Quarterly Newsletter

1040 News – Quarterly Tax News & Tips

Quarterly Newsletter – Back Issues

1040 News – Q1 2025

1040 News – Q2 2025

1040 News – Q3 2025

Taking Advantage of Your Tax Deductions

Clean Sweep Letter

Contribution Finder

Household Inventory for Casualty Losses

Income Tax Organizer – Envelope Version Without Tax Year

Medical Expense Checklist

Medical expense deductions

Noncash Contributions

Tax Deduction Finder

Tax Deduction Finder – For States Without Income Tax

Tax Tips for Graduates

Vehicle Donations

Volunteer Expense Trifold

Volunteer opportunities for families

Year-end Tax Tips

Year-round Tax Saving Tips

Tax Information About the Affordable Care Act

Health Insurance Marketplace Fact Sheet

How the Affordable Care Act Affects You

Obamacare and You

Tax Information for Daycare Professionals

Day Care Worksheet

Household Inventory

Tax Information for Estates & Trusts

Estate and Trust Tax Organizer

Tax Information for Farmers

4-Page Farm Worksheet

Tax Information for Gamblers

Gambling Checkbook Keeper

Recordkeeping for Casual Gamblers

Sessions Approach to Gambling Log

Tax Information for Landlords

Investment In Real Property

Rental property tax guide

Rental Worksheet

Tax Information in Spanish Language

Spanish Business I & E Worksheet

Spanish Income Tax Organizer Worksheet

Spanish Rental Worksheet