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.

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.

Latest Personal finance Articles

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

irs form 1040-es, estimated tax

IRS Form 1040-ES Instructions

If you owed more than $1,000 with last year’s tax return, or if you paid an additional tax for not paying enough taxes over the course of the year, you…
irs form 8882, credit for employer-provided childcare facilities and services

IRS Form 8882 Instructions

Employers who invest in childcare assistance for their employees may be able to take a tax credit for a portion of their expenses by filing IRS Form 8882, Credit for…
irs form 8958, allocation of tax amounts between certain individuals in community property states

IRS Form 8958 Instructions

If you live in a community property state, or are a registered domestic partner, and you file separate tax returns, then you may need to file IRS Form 8958, Allocation…
form ssa-1099, social security benefit statement

Form SSA-1099 Instructions

If you received Social Security benefits during the year, you can expect to receive Form SSA-1099, Social Security Benefit Statement, at the beginning of tax season. In this article, we’ll…
irs form 8915-f, qualified disaster retirement plan distributions and repayments

IRS Form 8915-F Instructions

Taxpayers who are impacted by qualified disasters may be eligible for special tax consideration on qualified disaster distributions from their IRAs or retirement plans. By filing IRS Form 8915-F, Qualified…
irs form 8962, premium tax credit

IRS Form 8962 instructions

Taxpayers who obtain qualifying health insurance coverage and meet certain income thresholds may be eligible for a premium tax credit to help offset the cost of maintaining health care. Some…

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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