Handouts

Be sure to check out these great resources below.

Spanish

• Families With Children - Spanish
• Itemized Deductions Medical Expenses - Spanish
• Employee or Independent Contractor - Spanish
• Individual Taxpayer Organizer - Spanish

1040

• Capital Gains and Losses
• Charitable Contributions Guide
• Charitable Contributions Noncash Fair Market Value Guide
• Charitable Contributions Recordkeeping Requirements
• Consumer Credit
• Energy and Vehicle Credits
• Families With Children
• Families With Children - Spanish
• Health Savings Accounts (HSAs)
• Hobby vs. Business
• Itemized Deductions Casualty and Theft Losses
• Itemized Deductions - Homeowners
• Itemized Deduction Interest Paid
• Itemized Deductions Medical Expenses
• Itemized Deductions Medical Expenses - Spanish
• Itemized Deductions - Taxes Paid
• Sale of a Principal Residence
• Tax Facts and Figures
• Tips for Taxpayers Who Receive an IRS Notice
• What to if You Can't Pay Your Taxes

Business

• Business Entity Comparison Chart
• Business Entity Pros and Cons
• Business Use of Home
• Corporation Meeting Requirements
• Daycare Providers Income and Expenses
• Employee or Independent Contractor
• Employee or Independent Contractor - Spanish
• Form 1099-K
• Form 1099-MISC and Form 1099-NEC Reporting
• Mileage and Expense Log
• Rental Income and Expenses
• Repairs vs. Improvements
• Rideshare Drivers
• S Corporations
• Starting a Business
• Vehicles - Business Use

Estates & Trusts

• Death of a Taxpayer
• Estate Tax Form 706
• Estate Planning Wills Probate Transfer of Assets

Retirement

• Individual Retirement Accounts - Roth IRAs
• Individual Retirement Accounts - Traditional IRAs
• Retirement Income
• Saving for Retirement

Planning

• Newlyweds Tax Tips
• Pension Income Planning
• Saving for College

Organizers

• Individual Taxpayer Organizer
• Individual Taxpayer Organizer - Spanish
• Individual Taxpayer Organizer - Rental Property
• Individual Taxpayer Organizer - Sole Proprietorship