Resources

• Personal Tax Preparation Checklist
• Small Business Tax Preparation Checklist
• Client Interview Form
• Itemized Deductions Worksheet
• Self-Employed Business Expenses
• Unreimbursed Employee-Business Expenses

Answers to Tax Questions: IRS Interactive Tax Assistant (ITA)

• Am I eligible to claim the Premium Tax Credit?
• Am I eligible for a coverage exemption or required to make an Individual Shared Responsibility Payment?

• Do I Need to File a Tax Return?
• What is the due date of my federal tax return and am I eligible to request an extension?
• Who Can I Claim as a Dependent?
• How Much Can I Deduct for Each Exemption I Claim?
• What is My Filing Status?
• What is the simplest form to use to file my taxes?
• How Do I File a Deceased Person’s Tax Return?
• Can I Claim My Personal and/or Spousal Exemption?

• How Much is My Standard Deduction?
• Can I Deduct My Charitable Contributions?
• Can I Deduct My Mortgage Related Expenses?
• Can I Claim My Expenses as Miscellaneous Itemized Deductions on Schedule A (Form 1040)?
• Do I Need To Claim My Gambling Winnings and Can I Deduct My Gambling Losses?
• Can I Deduct My Medical and Dental Expenses?
• Can I Deduct My Moving Expenses?
• Can I Claim a Deduction For Student Loan Interest?

• Am I Eligible for the Child Tax Credit?
• Am I Eligible to Claim an Education Credit?
• Do I Qualify for the Credit for the Elderly or Disabled?

• Is My Pension or Annuity Payment Taxable?
• Are My Social Security or Railroad Retirement Tier I Benefits Taxable?
• Do I Have Cancellation of Debt Income on My Personal Residence?
• Is My Residential Rental Income Taxable and/or Are My Expenses Deductible?
• Do I Need To Claim My Gambling Winnings and Can I Deduct My Gambling Losses?

IRS Publications

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