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.
Life events
- From birth through childhood
- Divorce or separation
- Tax relief for spouses
- Health care law
- Starting a new career or job loss
- Disasters and casualties
- Persons with disabilities
- Planning for retirement?
- Mutual fund distributions
- First-time home owner
- Moving?
- Bankruptcy
- Deceased person
From birth through childhood
- 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
Divorce or separation
Tax relief for spouses
- Innocent spouse relief
- Separation of liability relief
- Equitable relief
- Injured spouse relief
- Appeal a spouse relief determination
- About Divorced and Separated Individuals, Publication 504
- About Innocent Spouse Relief, Publication 971
- About Injured Spouse Allocation, Form 8379
- About Community Property, Publication 555
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
Starting a new career or job loss
- 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
Disasters and casualties
- Tax relief in disaster situations
- Assistance for hostage and wrongfully detained taxpayers
- Publication 551, Basis of Assets PDF
- Publication 547, Casualties, Disasters, and Thefts PDF
Persons with disabilities
- Disability and the Earned Income Tax Credit
- Social Security Disability Insurance (SSDI)
- Supplemental Security Income (SSI)
- Spotlight on Achieving a Better Life Experience (ABLE) Accounts- 2023 edition
- Payee and ABLE accounts
- 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
Planning for retirement?
- 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 (Saver's 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
- Plan for retirement (SSA)
- Income taxes and your Social Security benefit
- Request to withhold taxes from your Social Security benefits
- Get your Social Security Benefit Statement (SSA-1099)
Mutual fund distributions
- Publication 4334, SIMPLE IRA Publication PDF
- Publication 939, General Rules for Pensions and Annuities PDF
First-time home owner
- Publication 936, Home Mortgage Interest Deduction PDF
- Publication 530, Tax Information for First-Time Homeowners PDF
Moving?
- Form 3903, Moving Expenses PDF
- Form 8822, Change of Address PDF
- Publication 523, Selling Your Home PDF
- Publication 17, Your Federal Income Tax PDF
- Publication 530, Tax Information for First-Time Homeowners PDF