Interactive Forms & Tools
Please use these forms to help in in your retirement planning and implementation process.
Retirement Planning Tools
Checking on Advisor / Broker Credentials?
FINRA Broker Check
CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
CFP.net
Make Smart Purchases with these Products Reviews
ConsumerSearch.com
Should I Refinance my Mortgage?
Bankrate.com
Need Help with College Choices, Cost, and Funding?
College Cost Navigator
Looking for Eldercare?
Eldercare Locator
Tax Questions?
IRS
Retire Overseas?
International Living
Protect Yourself from Investment Fraud
SaveandInvest.org
FDIC's Electronic Deposit Insurance Estimator (EDIE)
EDIE the Estimator
Tax Tip - Value your Charitable Donations
Salvation Army USA
How Can I Get a Copy of My Credit Report?
Equifax Trans Union Experian
When Should I Apply for Social Security Benefits
Social Security Administration
Quick Calculator
Estate Planning Information and Resources
National Association of Financial and Estate Planning
Retiree Discount Resources
AARP
Retirement Living Resource Center
Retirement Living
Tax Planning Forms
Welcome to Tax Planning Forms. Here you'll find quick and convenient interactive forms to help you in your tax planning and implementation process. You can also find these forms and more on the IRS website, as well as Accessible Forms, mail-order paper copies of forms, and browser-friendly Web versions of forms.
Download
2022 Tax Planning Guide
2022 Tax Calendar Infographic
Form 1040 | Instructions
U.S. Individual Income Tax Return
Form 1040ES
Estimated Tax for individuals. Estimated tax is the method used to pay tax on income that is not subject to withholding (for example, earnings for self-employment, etc).
Form 1040X | Instructions
Amended U.S. Individual Income Tax Return
Schedule B (Form 1040)
Interest and Ordinary Dividends
Schedule D (Form 1040) | Instructions
Capital Gains and Losses
Schedule SE (Form 1040) | Instructions
Self Employment Tax. Use this for to figure the tax due on net earnings from self-employment.
W-2 Form | Instructions
Wage and Tax Statement
1099 Form | Instructions
Miscellaneous Income Statement
4868 Form
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return.
8917 Form
Tuition and Fees Deduction
Valuation for Donations
Wondering how much your charitable donations are worth? Use our valuation guide that adds it all up for you.
Form 1040A | Instructions
U.S Individual Income Tax Return
Schedule A (Form 1040) | Instructions
Used Itemized Deductions.
Schedule C (Form 1040) | Instructions
Profit or Loss from Business (Sole Proprietorship)
Schedule M (Form 990)
Making Work Pay Credit. Use Schedule M to figure the making work pay credit.
W-4 Form
Employee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay
W-9 Form | Instructions
Request for Taxpayer Identification Number and Certification
941 Form | Instructions
Employer's Quarterly Federal Tax Return
8863 Form | Instructions
Education Credits (American Opportunity and Lifetime Learning Credits)