Retirement Planning Forms & Tools
Please use these forms to help in in your retirement planning and implementation process.
Retirement Planning Forms
Planning For Retirement?
Get Started with Our Retirement Planning Questionnaire
Evaluating Your Risk?
Fill out our Investment Objective and Risk Tolerance Questionnaire
Retirement Planning Tools
Checking on Advisor / Broker Credentials?
FINRA Broker Check
CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
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?
Protect Yourself from Investment Fraud
FDIC's Electronic Deposit Insurance Estimator (EDIE)
EDIE the Estimator
Tax Tip - Value your Charitable Donations
Salvation Army USA
Estate Planning Information and Resources
National Association of Financial and Estate Planning
Retiree Discount Resources
Retirement Living Resource Center
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.
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).
Schedule B (Form 1040)
Interest and Ordinary Dividends
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return.
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.
Schedule M (Form 990)
Making Work Pay Credit. Use Schedule M to figure the making work pay credit.
Employee's Withholding Allowance Certificate. Complete this form so your employer can withhold the correct federal income tax from your pay