Miscellaneous Itemized Deductions

• Miscellaneous Deductions ..IRS Pub 529
• Miscellaneous Deductions ..IRS Pub 17 Ch 28
• Miscellaneous Expenses ..IRS Topic 508
• Internal Revenue Code Section 212
• Access to Treasury Regulation 1.212

Moving Expense

• Moving Expense ..IRS Pub 521
• Moving Expense ..IRS Tax Topic 455
• Foreign Moves ..See IRS Pub 54 Chapter 5
• Internal Revenue Code Section 217
• Access to Treasury Regulation 1.217
• Tips for Claiming Moving Expense Deductions ..Bankrate.com
• IRS Form 3903: Moving Expenses

Mutual Funds

• Tax Guide to Mutual Funds ..Fairmark Press
• Mutual Fund Distributions ..IRS Pub 564
• How To Be A Tax-Savvy Investor ..Vanguard Group
• Exchange Traded Funds (ETFs) ..Morningstar.com
• Exchange Traded Funds (ETFs) ..Smartmoney.com
• Also see: Taxation of Investors

Net Operating Losses

• Net Operating Losses ..IRS Pub 536
• Net Operating Losses ..Small Business Taxes & Mgt.
• Net Operating Losses ..CCH Toolkit
• New Law Extends Net Operating Loss Carryback for Small Businesses ..IRS IR 2009-26
• IRS Guidance on 3,4, or 5 Year Carrybacks for Small Businesses ..RP 2009-19
• Qs & As on 5 Year Carryback for Small Businesses ..IRS
• IRS Guidance Related to §13 of the Worker, Homeownership and Business Assistance Act of 2009 ..Notice 2010-58
• IRS Form 1045: Application for Tentative Refund
• IRS Form 1045 Instructions

Property Taxes

• An Overview of Property Taxes ..Cornell LII
• California Property Tax Resources ..James Bone, CPA
• Tax Treatment of Real Estate Taxes ..See IRS Pub 17 Ch 22
• Special Assessments & Real Estate Taxes ..FSLG Newsletter
• Additional Standard Deduction for Property Taxes ..About.com
• State Programs & Practices for Reducing Residential Property Taxes ..AARP
• Exclusion For Volunteer Firefighters & Emergency Responders ..IRS
• Tax Treatment of Personal Property Taxes ..See IRS Pub 17 Ch 22

Recoveries & Repayments

• Recoveries..See IRS Pub 17 Chapter 12
• Refunds of Previously Deducted Items ..CompleteTax.com
• Repayments..IRS Pub 525

Tax Refunds

• Claims for Refund ..IRS Pub 556
• IRS Refund Hotline: 1-800-829-1954
• IRS: Where's My Refund?
• Does The IRS Owe You Money? ..About.com
• Offset of Tax Refunds ..US Treasury FMS
• Telephone Tax Refund ..IRS Notice 2006-50
• Telephone Tax Refund Qs & As ..IRS
• IRS Form 843: Claim for Refund and Request for Abatement
• IRS Form 843 Instructions
• IRS Form 1045: Application for Tentative Refund
• IRS Form 1045 Instructions
• IRS Form 1040X: Amended Tax Return
• IRS Form 1040X Instructions
• IRS Form 4506: Request for Copy of Tax Return
• IRS Form 4506-T: Request for Transcript of Tax Return

State Taxes

A word of caution: State tax law changes often. Information below may not always be current!

• Individual States & D.C. Tax Forms
• State Tax Agencies
• Frequently Asked Tax Questions: By State
• State Income Tax Rates ..Tax Foundation
• State Tax Profile (Comparison Table) ..Bankrate.com
• State Tax Profile (Select a State) ..Bankrate.com
• Treatment of Foreign Taxes Paid at the State Level ..Entrepeneur Magazine
• 2010 State Business Tax Climate Index ..Tax Foundation
• States Offering Free E-Filing for State Tax Returns
• Reciprocal Agreements by State ..Payroll-taxes.com
• Tax Withholding & Reciprocal Agreements by State ..CCH Toolkit
• Indidual State Income Tax Withholding Requirements ..AccountantsWorld
• State Taxation of Pension & Retirement Income As of 6/15/10 ..RPEA.org

• State Estate and Inheritance Taxes After EGTRRA (Sept. 2006)
• Estate & Inheritance Taxes by State ..Findlaw
• State Tax Amnesty Programs
• Effect On States Of Repeal of Federal Estate Taxes ..FTA Bulletin
• State Programs & Practices for Reducing Residential Property Taxes ..AARP
• State Wage & Tax Profiles ..ADP
• State Unemployment Taxes (SUTA)
• Diplomatic Tax Exemption Programs (Sales & Excise Tax) ..US State Dept OFM
• Taxability of Federal Employee Purchases ..FTA Bulletin
• State & Local Government On The Net
• State by State Tax Resources ..StateTaxCentral
• Public Records Available Online By State
• State Offices:
  [ Banking Authorities] [ Insurance Regulators ] [ Consumer Protection ] [ Securities Administrators ] [ Utility Commissions ]

• State Tax Data ..Tax Policy Center
• State by State News ..StateLine.org
• State Tax Highlights ..BNA
• State Retirement System Web Sites ..Calhoun Law Group
• State Government Tax Collections By Year ..Census Bureau
• Distributional Analysis of The Tax Systems in All 50 States (Nov. '09) ..Inst. on Taxation & Economic Policy
• Federal Tax Burdens & Expenditures By State ..Tax Foundation
• State Tax Rates & Tax Collections ...Tax Foundation
• State Tax Rates & Structure ..Federation of Tax Administrators
• State & Local Tax Burdens ..Federation of Tax Administrators

• Local Taxes, SUI, SDI & Labor Laws by State ..Symmetry Software
• Also see: Sales & Use Taxes

Calculators

• Tax Tools From H&R Block
• Tax Tools From Yahoo!
• Tax Tools From Fidelity
• Over 100 Personal Finance Calculators ..Mortgageloan.com
• Capital Gains Calculator ..Moneychimp.com
• Quarterly Installment Tax Calculator ..Edco Software, Inc.
• Various Financial & Tax Calculators ..CCH
• Annuity Calculators ..FreeAnnuityRates.com
• Social Security Admin. Benefits Calculator
• Taxable Social Security ..Fincalc.com
• New RMD Rules for IRAs & Pensions ..Calctools.com

• Analyze Now! (Click On Free Programs) ..Analyzenow.com
• Charitable Gift Annuity Calculator ..PhilanthroCalc
• Pay Check Calculator - All States ..Paycheckcity.com
• Online Paycheck Tools ..PayCheckCity.com
• IRS On-Line Withholding Calculator
• Home Office Deduction Calculator ..CCH Toolkit
• Tax-Equivalent Yield Converter ..CNN Money
• Freddie Mac Calculators For Buying A Home
• Home Mortgage Calculators ..Mortgage-Calc.com
• Lease vs Buy Calculator
• Rent vs Buy Home ..Hotpads.com
• Cost of Living Salary Comparisons ..salary.com
• Student Financial Aid Wizard ..US Dept of Education

• Microsoft Security Bulletins
• Apple Security Updates
• Child Safety on the Internet Highway ..Larry Magid
• National Center for Missing and Exploited Children
• Information on Organ Donation ..Coalition on Donation
• Suicide Prevention Center
• Internet Crime Complaint Center ..FBI
• Information on Identity Theft ..FTC
• Virus Hoaxes & False Alerts
• Rumors & Hoaxes ..TruthorFiction.com
• Various Security Forums ..Spywareinfo.com
• Online Forums Supporting Windows Users ..Aumha.net
• Amnesty International USA
• American Civil Liberties Union
• International Tracing Service

• New Mexico Taxation & Revenue Dept.
• New Mexico Bureau of Elections
• New Mexico's Blue Book of Information
• New Mexico State & Local Government Services
• Welcome to Santa Fe
• New Mexico Tourism Department

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