Insurance & Retirement Planning Services
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Tax Library

 

You can view or print the most popular IRS publications by simply clicking on the appropriate publication number.

 

Publication Description
1 Your Rights as a Tax Payer
3 Armed Forces’ Tax Guide
5 Your Appeal Rights and How to Prepare a Protest If You Don’t Agree
17 Your Federal Income Tax (for individuals)
225 Farmer’s Tax Guide
334 Tax Guide for Small Business (for individuals who use Schedule C or C-EZ)
463 Travel, Entertainment, Gift, and Car Expenses
501 Exemptions, Standard Deductions, and Filing Information
502 Medical Expenses
503 Child and Dependent Care Expenses
590-A Contributions to Individual Retirement Arrangements (IRAs)
590-B Distributions from Individual Retirement Arrangements (IRAs)
969 Health Savings Accounts and Other Tax-Favored Health Plans

Source: 2012 Annual Report to Congress, National Taxpayer Advocate, 2013

The IRS estimates that Americans spend about 6.1 billion hours per year filling out tax forms.  Source: Internal Revenue Services, 2013  Here you can view, print, or save commonly used tax forms and accompanying instructions for completing the forms. The links below will take you to the Internal Revenue Service website.

Form Description Instructions
1040 U.S. Individual Income Tax Return Instructions
1040A U.S. Individual Income Tax Return Instructions
1040EZ U.S. Individual Income Tax Return Instructions
Sch A Itemized Deductions Instructions
Sch B Interest and Ordinary Dividends n/a
Sch C Profit and Loss from Business Instructions
Sch C-EZ Net Profit from Business n/a
Sch D Capital Gains and Losses Instructions
Sch E Supplemental Income and Loss Instructions
Sch EIC Earned Income Credit n/a
Sch F Profit and Loss from Farming Instructions
Sch H Household Employment Taxes Instructions
Sch J Farm Income Averaging Instructions
Sch R Credit for the Elderly or the Disabled Instructions
Sch SE Self-Employment Tax Instructions
W-4 Employee’s Withholding Allowance Certificate n/a
W-4P Withholding Certificate for Pension or Annuity Payments n/a
W9 Request for Taxpayer Identification Number and Certification Instructions

2016 KEY TAX DATES & DEADLINES

January
15 – Fourth-quarter 2015 estimated tax due. Use Form 1040-ES.
February
1 – Deadline for employers to provide copies of Forms W-2 and 1099 for 2015 to employees.
16 – If you claimed exemption from income tax withholding last year on the Form W-4 you gave your employer, you must file a new Form W-4 by February 17 to continue your exemption for another year.
29 – Deadline for farmers and fishermen who have a balance due on their taxes to file their 2015 individual income tax returns and pay the balance due without penalties.
March
15 – Deadline for 2015 corporate tax returns (Forms 1120 and 1120-S) or to request an extension using Form 7004.
April
18 – Deadline to file 2015 individual income tax returns (Form 1040, 1040A, or 1040EZ) and any taxes owed, or to file for an automatic 6-month extension. (Note: If you are a resident of Massachusetts or Maine, Patriots’ Day (April 18) delays the due date for filing your income tax return until April 19.)
18 – Last day to contribute to a traditional IRA, Roth IRA, or SEP-IRA for the 2015 tax year.
18 – First quarter 2016 estimated tax due. Use Form 1040-ES.
18 – Deadline to file 2016 trust tax returns (Form 1041) or to request an automatic extension.
18 – Deadline to file 2016 partnership tax returns (Form 1065) or to request an automatic extension (Form 7004).
June
15 – Deadline for U.S. citizens living abroad to file individual tax returns and pay any tax, interest, and penalties due, or to request a 4-month extension (Form 4868).
15 – Second quarter 2016 estimated tax due. Use Form 1040-ES.
September
15 – Third quarter 2016 estimated tax due. Use Form 1040-ES.
October
1 – Deadline for existing employers to establish a SIMPLE IRA plan.
17 – If you were given a 6-month extension to file your income tax return for 2015, file Form 1040, 1040A, or 1040EZ and pay any tax, interest, and penalties due.
17 – Final deadline to file 2015 partnership tax return if you were given a 6-month extension.
ACCORDING TO ONE SURVEY, 46% OF AMERICANS BELIEVE MIDDLE-INCOME PEOPLE PAY TOO MUCH IN INCOME TAXES. (Source: Gallup, 2015.)

 

 

These figures are for the 2016 tax year. Find your tax rate below.

Schedule X – Single

 

If taxable income is over: But not over: The tax is:
$0 $9,275 10% of the amount over $0
$9,275 $37,650 $927.50 plus 15% of the amount over $9,275
$37,650 $91,150 $5,183.75 plus 25% of the amount over $37,650
$91,150 $190,150 $18,558.75 plus 28% of the amount over $91,150
$190,150 $413,350 $46,278.75 plus 33% of the amount over $190,150
$413,350 $415,050 $119,934.75 plus 35% of the amount over $413,350
$415,050 no limit $120,529.75 plus 39.6% of the amount over $415,050

Schedule Y-2 – Married Filing Separately

 

If taxable income is over: But not over: The tax is:
$0 $9,275 10% of the amount over $0
$9,275 $37,650 $927.50 plus 15% of the amount over $9,275
$37,650 $75,950 $5,183.75 plus 25% of the amount over $37,650
$75,950 $115,725 $14,758.75 plus 28% of the amount over $75,950
$115,725 $206,675 $25,895.75 plus 33% of the amount over $115,725
$206,675 $233,475 $55,909.25 plus 35% of the amount over $206,675
$233,475 no limit $65,289.25 plus 39.6% of the amount over $233,475

Schedule Y-1 – Married Filing Jointly or Qualifying Widow(er)

 

If taxable income is over: But not over: The tax is:
$0 $18,550 10% of the amount over $0
$18,550 $75,300 $1,855.00 plus 15% of the amount over $18,550
$75,300 $151,900 $10,367.50 plus 25% of the amount over $75,300
$151,900 $231,450 $29,517.50 plus 28% of the amount over $151,900
$231,450 $413,350 $51,791.50 plus 33% of the amount over $231,450
$413,350 $466,950 $111,818.50 plus 35% of the amount over $413,350
$466,950 no limit $130,578.50 plus 39.6% of the amount over $466,950

Schedule Z – Head of Household

 

If taxable income is over: But not over: The tax is:
$0 $13,250 10% of the amount over $0
$13,250 $50,400 $1,325.00 plus 15% of the amount over $13,250
$50,400 $130,150 $6,897.50 plus 25% of the amount over $50,400
$130,150 $210,800 $26,835.00 plus 28% of the amount over $130,150
$210,800 $413,350 $49,417.00 plus 33% of the amount over $210,800
$413,350 $441,000 $116,258.50 plus 35% of the amount over $413,350
$441,000 no limit $125,936.00 plus 39.6% of the amount over $441,000