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 From birth through childhood Divorce or separation Tax relief for spouses Health care law Starting a new career or job loss Disasters and casualties Persons with disabilities Planning for retirement? Mutual fund distributions First-time home owner Moving? Bankruptcy Deceased person From birth through childhood 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 Back to top Divorce or separation Filing taxes after divorce or separation Back to top Tax relief for spouses Innocent spouse relief Separation of liability relief Equitable relief Injured spouse relief Appeal a spouse relief determination About Divorced and Separated Individuals, Publication 504 About Innocent Spouse Relief, Publication 971 About Injured Spouse Allocation, Form 8379 About Community Property, Publication 555 Back to top 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 (in Spanish) PDF Publication 5152, Report Changes to the Marketplace as They Happen PDF Back to top 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 Back to top Disasters and casualties Tax relief in disaster situations Publication 551, Basis of Assets PDF Publication 547, Casualties, Disasters, and Thefts PDF Back to top Persons with disabilities Disability and the Earned Income Tax Credit Social Security Disability Insurance (SSDI) Supplemental Security Income (SSI) Spotlight on Achieving a Better Life Experience (ABLE) Accounts- 2023 edition Payee and ABLE accounts 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 Back to top 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 (Saver's 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 Plan for retirement (SSA) Income taxes and your Social Security benefit Request to withhold taxes from your Social Security benefits Get your Social Security Benefit Statement (SSA-1099) Back to top Mutual fund distributions Publication 4334, SIMPLE IRA Publication PDF Publication 939, General Rules for Pensions and Annuities PDF Back to top First-time home owner Publication 936, Home Mortgage Interest Deduction PDF Publication 530, Tax Information for First-Time Homeowners PDF Back to top Moving? Form 3903, Moving Expenses PDF Form 8822, Change of Address PDF Publication 523, Selling Your Home PDF Publication 17, Your Federal Income Tax PDF Publication 530, Tax Information for First-Time Homeowners PDF Back to top Bankruptcy Publication 908, Bankruptcy Tax Guide PDF Back to top Deceased person Managing a deceased persons tax responsibilities 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 Back to top Carta de Derechos del Contribuyente Lo que debe saber
