FEDERAL TAX INFORMATION HANDOUTS
Sample of a handout from the list below. Handouts are two or more pages designed to fit on standard 8 1/2 by 11 inch paper.
Handouts Catalog
Alternative Minimum Tax
Audits
Business Entity Comparison Chart
Business Entity Pros and Cons
Business Expenses Worksheet
Business Financing – Don’t Intermingle Funds
Business Management Tips
Business Owners – Taking Money Out of a Business
Business Use of Home
Buy-Sell Agreements
C Corporation Tax Organizer
Cancellation of Debt – Insolvency
Capital Gains and Losses
Charitable Cash Donation Tracker
Charitable Contributions Guide
Charitable Noncash FMV Guide
Clergy – Religious Workers
College Financial Aid Planning
Consumer Credit
Corporation Meeting Requirements
Crowdfunding
Day Care Providers Income and Expenses
Death of a Taxpayer
Dependent Support Worksheet
Divorce and Taxes
Early Retirement Distributions – SEPP
Education Tax Benefits
Employee or Independent Contractor
Employee or Independent Contractor (Spanish Version)
Estate Planning, Wills, Probate, and Transfer of Assets
Estate Tax (Form 706)
Estimated Taxes
Expense Reimbursements for Employees
Families With Children
Families With Children (Spanish Version)
Farm Expenses Worksheet
Farm Income Worksheet
Farm Inventory and Accounting Methods
Farm Vehicles and Fuels
Filing Status
Financial Planning Guide
Foreign Bank and Financial Accounts
Form 1099-MISC, Miscellaneous Income Reporting
Fringe Benefits
Gambling Log
General Engagement Letter for Individual Tax Preparation
Gift Tax
Health Care Organizer
Health Care Reform – Cost Sharing Subsidy for Individuals with High-Deductible Plans
Health Care Reform – Employer Insurance Requirement
Health Care Reform – Individual Insurance Requirement
Health Care Reform – Premium Assistance Credit
Health Care Reform – State Health Insurance Exchanges
Health Savings Accounts (HSAs)
High-Income Taxpayers
Hobby vs. Business
Household Employees
Identity Theft and Your Taxes
Individual Retirement Accounts – Inherited IRAs
Individual Retirement Accounts – Kinds of IRAs and Prohibited Transactions
Individual Retirement Accounts – Roth IRAs
Individual Retirement Accounts – Traditional IRAs
Individual Taxpayer Organizer (Spanish Version)
Individual Taxpayer Organizer
Individual Taxpayer Organizer – Rental Property
Individual Taxpayer Organizer – Sole Proprietorship
Inventory Cost of Goods Sold
Itemized Deductions – Casualty and Theft Losses
Itemized Deductions – Homeowners
Itemized Deductions – Interest Paid
Itemized Deductions – Medical Expenses
Itemized Deductions – Medical Expenses (Spanish Version)
Itemized Deductions – Taxes Paid
Kiddie Tax
Limited Liability Companies (LLCs)
LLC Tax Organizer
Marketing Your Business
Mileage and Expense Log
Moving Expenses
Moving Out Worksheet
Multi-State Taxation
New Tax Law
New Tax Law (Spanish Version)
Newlyweds Tax Tips
On-Demand Drivers
Partnership Tax Organizer
Partnerships
Pension Income Planning
Real Estate Professionals
Recordkeeping for Tax Purposes
Referrals Appreciated
Rental Income and Expense Worksheet
Rental Income and Expenses
Repairs vs. Improvements
Retirement Income
Reverse Mortgages
S Corporation Tax Organizer
S Corporations
Sale of a Principal Residence
Same-Sex Married Couples
Saving for College
Saving for Retirement
Self-Employment Tax
Short-Term Rentals
Small Business Health Care Tax Credit
Social Security and Medicare
Standard vs. Itemized Deduction
Starting a Business
Stock Options – Same Day Sales
Tax Cuts and Jobs Act – Corporations
Tax Cuts and Jobs Act – Depreciation
Tax Cuts and Jobs Act – Employers
Tax Cuts and Jobs Act – Excess Business Loss and Net Operating Loss (NOL)
Tax Cuts and Jobs Act – Individuals
Tax Cuts and Jobs Act – New Business Income Deduction
Tax Cuts and Jobs Act – Retirement and Other Savings Accounts
Tax Facts and Figures
Tax Scams – Protect Yourself
Taxable Social Security Benefits
Taxpayers Who Receive an IRS Notice
Tipped Employees
Vehicles – Business Use
What Should You Do if You Can’t Pay Your Taxes?
Withholding – Filling Out Form W-4
When you find a handout you want email a request to: mytaxestoday@yahoo.com or james.womack@tax.hrblock.com