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Deducting Taxes Paid

• Taxes ..IRS Pub 17 Ch 22
• Deductible Taxes ..IRS Topic 503
• IRS Guidance On Deducting Sales Tax
• Internal Revenue Code Section 164
• Access to Treasury Regulation 1.164

Estimated Taxes & Withholding

• Tax Withholding & Estimated Tax ..IRS Pub 505
• How Do I Adjust My Tax Withholding ..IRS Pub 919
• IRS Withholding Calculator
• IRS Guidance On Withholding of Supplemental Wages ..Rev Rul 2008-29
• IRS Pub 15 - Employers Tax Guide
• IRS Pub 15A - Employers Supplemental Tax Guide
• Pay Check Calculator - All States ..Paycheckcity.com
• IRS Form W-4 - Employees Withholding Certificate
• IRS Form W-4P - Pension or Annuity Withholding Certificate
• IRS Form W-4S - Sick Pay Withholding Certificate
• IRS Form W-4V - Unemployment & Social Security Voluntary Withholding Certificate

• Estimated Tax Payments ..CCH Toolkit
• Estimated Taxes 101 ..Fairmark Press
• Estimated Taxes Common Questions ..TurboTax
• Quarterly Installment Tax Calculator ..Edco Software, Inc.
• IRS Form 1040-ES
• IRS Form 2210 - Underpayment of Estimated Taxes
• IRS Form 2210 Instructions
• IRS Info on the Electronic Federal Tax Payment System (EFTPS)
• The Electronic Federal Tax Payment System (EFTPS)

Gambling Income

• Basics of Gambling Tax Laws ..CasinoGaming.com
• Gambling Income & Expenses ..IRS Topic 419
• Are Gambling Winnings Taxable? ..WorldWideWeb Tax
• U.S. Gambling Law ..Gambling-Law-US.com
• Tax Aspects of Online Gambling ..Gambling-Law-US.com
• What Is A Gambling Session? ..Gambling-Law-US.com
• Table Talk Tax News ..Taxabletalk.com
• Tax Planning for Lottery Winners ..WilliamsMullen.com

Awards & Prizes

• Prizes & Awards ..IRS
• Gifts, Awards & Prizes ..CCH Toolkit
• Gift Bags & Promotional Items ..IRS
• Business Gift Expenses ..CCH Toolkit

Interest Income

• Investment Income and Expenses ..IRS Pub 550
• Interest Income ..IRS Pub 17 Ch 7
• Interest Received ..IRS Tax Topic 403
• Original Issue Discount (OID) ..CPA Journal
• List of OID Instruments ..IRS Pub 1212
• OID ..IRS Pub 550
• Taxes & Savings Bonds ..Bureau of Public Debt
• Present Law & Background Relating To State & Local Government Bonds ..JCT
• Loans To Family Members ..Motley Fool
• IRS Form 1099-INT Interest Income

• Municipal Bonds ..Wikipedia
• About Municipal Bonds ..InvestingIn Bonds.com
• Investing In Municipal Bonds ..About.com
• Prices & Information By State ..Municipalbonds.com
• Zero Coupon Muni Bonds & Taxes ..TheStreet.com
• Dept. of Revenue of Kentucky et al. vs Davis, US Supreme Court Decision

Interest Expense

• Home Mortgage Interest Deduction ..IRS Pub 936
• Mortgage Insurance Premium Deduction (New for 2007) ..IRS
• Internal Revenue Code Section 163
• Access to Treasury Regulation 1.163
• What You Need To Know About Mortgage Loans ..Mortgage Professor
• Real Estate & Mortgage Disclosure ..Feedisclosure.com
• Information On Reverse Mortgages ..AARP
• Refinancing Your Home Mortgage ..IRS Tax Tip 2004-57

• Investment Income and Expenses ..IRS Pub 550
• Business Expenses ..IRS Pub 535 Ch 4
• IRS Guidance on Interest Deductions & Tax-Exempt Interest Income ..IRS Rev Rul 2004-47
• Interest Expense ..IRS Topic 505
• Loans To Family Members ..Motley Fool

Indian Tribal Governments

• Tax Information for Indian Tribal Governments ..IRS
• Helpful Resources
• Federal Tax Provisions Relating To Native American Tribes & Their Members ..JCT
• List of Federally Recognized Tribes ..Federal Register
• List of Recognized & Non-Recognized Indian Tribes ..500nations.com
• American Indian Tribes ..Indians.org
• Employment Tax Desk Guide for Indian Tribal Governments ..IRS Pub 3908
• Gaming Law for Indian Tribal Governments ..IRS Pub 3908
• California Income Taxation of Native Americans ..CA FTB
• New Mexico Income Taxation of Native Americans ..NM Tax Dept.

Itemized Deductions

• Medical & Dental
• Taxes Paid
• Interest Expense
• Charitable Contributions
• Casualties & Disasters
• Miscellaneous Itemized
• Recoveries of Previously Deducted Items
• Form 1040 Schedule A: Itemized Deductions
• Form 1040 Schedule A: Instructions

Employee Business Expense

• Deductions Subject to the 2% AGI Limit ..IRS Pub 529
• Employee Business Expenses ..IRS Topic 514
• Can I Deduct Employee Expenses? ..WorldWideWeb Tax
• Taxes & Your Job Change ..The Godel Group, PC
• IRS Form 2106: Employee Business Expense
• IRS Form 2106: Instructions
• IRS Form 2106EZ: Unreimbursed Employee Business Expense

Kiddie Tax

• Effective 2007: Kiddie Tax Extends To Those Under Age 19 and Students Under Age 24!
• JCT Summary of 2007 Changes
• Effective 2006: Kiddie Tax Extends To Those Under Age 18!
• Tax Rules for Children and Dependents ..IRS Pub 929
• Taxation of Minors ..Fairmark.com
• Tax on Investment Income of Certain Minor Children ..IRS Pub 17 Ch 31
• IRS Form 8615: Tax for Children Under Age 14
• IRS Form 8615: Instructions
• IRS Form 8814: Parent's Election to Report Child's Interest & Dividends

Medical & Dental Expenses

• Medical & Dental Expenses ..IRS Pub 502
• Medical & Dental Expenses ..IRS Tax Topic 502
• Deductible Medical Expenses Checklist ..TurboTax
• Keys to Deducting Medical Expenses ..Bankrate.com
• Are Payments to Assisted Living Facilities Deductible? ..RMF, PC
• Internal Revenue Code Section 213
• Access to Treasury Regulation 1.213
• Revenue Ruling Allowing Deduction for Medically Approved Weight Loss Programs
• JCT Overview of Tax Provisions Relating To Health Care
• Also See Long Term Care
• About Railroad Medicare ..RRB
• Medicare Prescription Drug Coverage (Part D)
• Health Savings Accounts (HSAs) ..benefitslink.com
• Treasury & IRS Guidance on HSAs
• Interaction of HSAs With Other Employer Health Arrangements ..IRS Rev Rul 2004-45

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 ..IRS Pub 54
• 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

Property Taxes

• An Overview of Property Taxes ..Cornell LII
• California Property Tax Resources ..James Bone, CPA
• Tax Treatment of Real Estate Taxes ..IRS Pub 17 Ch 22
• 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 ..IRS Pub 17 Ch 22
• State & Local Property Tax Burdens ..AARP

Recoveries & Repayments

• Recoveries..IRS Pub 17 Chapter 12
• Refunds of Previously Deducted Items ..CCH
• 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? ..MSNBC
• 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!

• Links To Forms Download Sites for All States & D.C.
• Links to State Tax Agencies
• Frequently Asked Tax Questions: By State
• 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
• 2006 State Business Tax Climate Index ..Tax Foundation
• Links to States Offering Free E-Filing for State Tax Return
• Reciprocal Agreements by State ..Payroll-taxes.com
• Tax Withholding & Reciprocal Agreements by State ..CCH Toolkit
• State Tax Withholding Links ..AccountantsWorld
• State Taxation of Pension & Retirement Income As of 6/12/07 ..RPEA.org

• State Estate and Inheritance Taxes After the 2001 Federal Estate Tax Changes
• Estate & Inheritance Taxes by State ..CCH Toolkit
• State Tax Amnesty Programs
• State Programs & Practices for Reducing Residential Property Taxes ..AARP
• State Wage & Tax Profile ..ADP
• 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
• Banking Authorities by State
• Insurance Regulators by State
• Public Records Available Online By State

• 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 (1992 - 2006) ..Census Bureau
• Distributional Analysis of The Tax Systems in All 50 States (Jan. '03) ..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

• Effect On States Of Repeal of Federal Estate Taxes ..FTA Bulletin
• Local Taxes, SUI, SDI & Labor Laws by State ..Symmetry Software
• State & Local Taxes ..Nat'l Center for Policy Analysis
• California Franchise Tax Board
• State of CA Small Business Assistance Center
• Also see: Sales & Use Taxes

Calculators

• Tax Tools From TaxCut
• 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
• 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 ..Homelearningcenter.com
• Lease vs Buy Calculator ..Bloomberg
• Cost of Living Salary Comparisons ..salary.com
• Student Financial Aid Wizard ..US Dept of Education

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• Rumors & Hoaxes ..TruthorFiction.com
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• Various Online Forums To MS Windows Users ..Aumha.net
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