Tax decisions can affect the rest of a financial plan, especially during filing season and major life changes. These resources are organized to make tax-related planning more manageable.
Tools and References for Tax Planning
Browse by topic to find tools and informational resources related to taxes and tax strategies, including materials that support year-round planning and preparation for the upcoming tax season.
| Form | Description | Instructions |
|---|---|---|
| 1040 | U.S. Individual Income Tax Return | Instructions |
| Sch A | Itemized Deductions | Instructions |
| Sch B | Interest and Ordinary Dividends | n/a |
| Sch C | Profit and Loss from Business | Instructions |
| Sch D | Capital Gains and Losses | Instructions |
| Sch E | Supplemental Income and Loss | Instructions |
| Sch EIC | Earned Income Credit | n/a |
| Sch F | Profit and Loss from Farming | Instructions |
| Sch H | Household Employment Taxes | Instructions |
| Sch J | Farm Income Averaging | Instructions |
| Sch R | Credit for the Elderly or the Disabled | Instructions |
| Sch SE | Self-Employment Tax | Instructions |
| W-4 | Employee’s Withholding Allowance Certificate | n/a |
| W-4P | Withholding Certificate for Pension or Annuity Payments | n/a |
| W9 | Request for Taxpayer Identification Number and Certification | Instructions |
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