Teach Me Personal Finance

My #1 goal is to make it easy to learn about personal finances.
I believe smart money decisions come from being informed about your choices.

Hi, I’m Forrest Baumhover

Learn More About Money, Tax planning, and Social Security

I’m a Certified Financial Planner, tax practitioner, retired Navy veteran, and writer. I love to write articles on financial topics that help everyday people learn more about money. I especially like exploring financial planning subjects that no one else has tackled before, writing about IRS tax forms, and helping people with financial questions they haven’t found the answers to.

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Learn more about your finances here at Teach Me! Personal Finance, with Forrest Baumhover

Tax Planning

Tax planning is fundamental to financial planning. These articles outline how to achieve your financial goals without paying more taxes than you have to.

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Latest Personal finance Articles

My most recent personal finance tips, tutorials, and tax walkthroughs.

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IRS Form 8082 Instructions

Taxpayers who receive inconsistent information from their partnership may need to report those items on IRS Form 8082 when filing their income tax return. Taxpayers may also use IRS Form…

IRS Form 5495 Instructions

If you’re filing an income, gift, or estate tax return on behalf of a decedent, you might be held responsible for the decedent’s back taxes that you did not properly…

IRS Form W-2c Instructions

If your employer incorrectly reported tax information to you on your Form W-2, it is their responsibility to issue a corrected tax statement, known as IRS Form W-2c. This tax…

IRS Form 5471 Instructions

Certain U.S. citizens who are officers, shareholders, or directors of certain foreign corporations must file IRS Form 5471, Information Return of U.S. Persons With Respect to Certain Foreign Corporations, to…

IRS Form 982 Instructions

If you have discharged or forgiven debt, the Internal Revenue Service expects you to include that debt as taxable income. However, certain parts of the tax code allow for taxpayers…

IRS Form 941-X Instructions

If you’re looking to amend a previously filed employer’s quarterly tax return, you may need to report those changes on IRS Form 941-X, Adjusted Employer’s QUARTERLY Federal Tax Return or…

Social Security

Read these in-depth articles to learn more about how to make the most of your Social Security benefits.

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Retirement Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

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Estate Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

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Divorce Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

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Investment Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

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