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Please use these forms to help in in your retirement planning and implementation process.
Checking on Advisor / Broker Credentials?FINRA Broker Check
CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.CFP.net
Make Smart Purchases with these Products ReviewsConsumerSearch.com
Should I Refinance my Mortgage?Bankrate.com
Need Help with College Choices, Cost, and Funding?College Cost Navigator
Looking for Eldercare?Eldercare Locator
Retire Overseas?International Living
Protect Yourself from Investment FraudSaveandInvest.org
FDIC's Electronic Deposit Insurance Estimator (EDIE)EDIE the Estimator
Tax Tip - Value your Charitable DonationsSalvation Army USA
How Can I Get a Copy of My Credit Report?Equifax Trans Union Experian
When Should I Apply for Social Security BenefitsSocial Security AdministrationQuick Calculator
Estate Planning Information and ResourcesNational Association of Financial and Estate Planning
Retiree Discount ResourcesAARP
Retirement Living Resource CenterRetirement Living
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.
Download2022 Tax Planning Guide
2022 Tax Calendar Infographic
Form 1040 | InstructionsU.S. Individual Income Tax Return
Form 1040ESEstimated 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 | InstructionsAmended U.S. Individual Income Tax Return
Schedule B (Form 1040)Interest and Ordinary Dividends
Schedule D (Form 1040) | InstructionsCapital Gains and Losses
Schedule SE (Form 1040) | InstructionsSelf Employment Tax. Use this for to figure the tax due on net earnings from self-employment.
W-2 Form | InstructionsWage and Tax Statement
1099 Form | InstructionsMiscellaneous Income Statement
4868 FormApplication for Automatic Extension of Time to File U.S. Individual Income Tax Return.
8917 FormTuition and Fees Deduction
Valuation for DonationsWondering how much your charitable donations are worth? Use our valuation guide that adds it all up for you.
Form 1040A | InstructionsU.S Individual Income Tax Return
Schedule A (Form 1040) | InstructionsUsed Itemized Deductions.
Schedule C (Form 1040) | InstructionsProfit 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 FormEmployee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay
W-9 Form | InstructionsRequest for Taxpayer Identification Number and Certification
941 Form | InstructionsEmployer's Quarterly Federal Tax Return
8863 Form | InstructionsEducation Credits (American Opportunity and Lifetime Learning Credits)