Broker Check

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


Make Smart Purchases with these Products Reviews

Should I Refinance my Mortgage?

Need Help with College Choices, Cost, and Funding?
College Cost Navigator

Looking for Eldercare?
Eldercare Locator

Tax Questions?

Retire Overseas?
International Living

Protect Yourself from Investment Fraud

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

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.

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)

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