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2018 Retirement and Tax Quick Facts
Quick Facts about Income Tax Rates as well as helpful Retirement Facts for 2018

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CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
CFP.net

Make Smart Purchases with these Products Reviews
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Bankrate.com

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College Cost Navigator

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Eldercare Locator

Tax Questions?
IRS

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FDIC's Electronic Deposit Insurance Estimator (EDIE)
EDIE the Estimator

Tax Tip - Value your Charitable Donations
Salvation Army USA

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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

Need help Organizing Your Tax Expense?    
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2018 Retirement and Tax Quick Facts
Quick Facts about Income Tax Rates as well as
helpful Retirement Facts for 2017

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

Keep Track of Your Travel Expenses
Our interactive Mariner Travel Expense Log does just that

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

Form 1040EZ / Instructions
U.S. Individual Income Tax Return for Single and Joint Filers with No Dependents

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)