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 |
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From Birth through Childhood
- 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)
Married, Separated & Divorced
- 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)
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 (PDF, in Spanish)
- Publication 5152, Report Changes to the Marketplace as They Happen (PDF)
- Publication 5121, Facts About the Premium Tax Credit - Tri-fold Brochure (PDF)
- Publication 5121 (SP), Facts About the Premium Tax Credit - Tri-fold Brochure (PDF, in Spanish)
- Publication 5156, Fact About the Individual Shared Responsibility Provision (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
- Publication 551, Basis of Assets (PDF)
- Publication 547, Casualties, Disasters, and Thefts (PDF)
Persons with Disabilities
- 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)
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 (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)
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 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)
Bankruptcy
Deceased Taxpayer
- 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)