Skip to content

Teach Me! Personal Finance

  • Tax PlanningExpand
    • Tax Forms
  • Social SecurityExpand
    • Social Security Forms
  • Retirement PlanningExpand
    • Roth IRAs
  • About
Teach Me! Personal Finance
Get the Book
Home

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.

IRS Form 8453 Instructions

IRS Form 8453 Instructions

IRS Form 8853 Instructions

IRS Form 8853 Instructions

IRS Form 3921: A Guide to Exercising ISOs under Section 422(b)

IRS Form 3921: A Guide to Exercising ISOs under Section 422(b)

IRS Form 911 Instructions

IRS Form 911 Instructions

IRS Form 8379 Instructions

IRS Form 8379 Instructions

Form SS-4 Instructions

Form SS-4 Instructions

IRS Form 8332 Instructions

IRS Form 8332 Instructions

IRS Form 4029 Instructions

IRS Form 4029 Instructions

IRS Form 3922: A Guide to Your Employee Stock Purchase Plan

IRS Form 3922: A Guide to Your Employee Stock Purchase Plan

IRS Form 1310 Instructions

IRS Form 1310 Instructions

IRS Form 8879 Instructions

IRS Form 8879 Instructions

IRS Form 2210 Instructions

IRS Form 2210 Instructions

IRS Form 8960 Instructions

IRS Form 8960 Instructions

IRS Form 8606 Instructions

IRS Form 8606 Instructions

IRS Form 8990 Instructions

IRS Form 8990 Instructions

IRS Form 5498 Instructions

IRS Form 5498 Instructions

IRS Form 8839 Instructions

IRS Form 8839 Instructions

IRS Form 5329 Instructions

IRS Form 5329 Instructions

IRS Form 8829 Instructions

IRS Form 8829 Instructions

IRS Form 8582 Instructions

IRS Form 8582 Instructions

IRS Form 8283 Instructions

IRS Form 8283 Instructions

IRS Form 966 Instructions

IRS Form 966 Instructions

IRS Form 8832 Instructions

IRS Form 8832 Instructions

IRS Form 8615 Instructions

IRS Form 8615 Instructions

IRS Form 3911 Instructions

IRS Form 3911 Instructions

IRS Form 4768 Instructions

IRS Form 4768 Instructions

IRS Form 2848 Instructions

IRS Form 2848 Instructions

IRS Form 8889 Instructions

IRS Form 8889 Instructions

IRS Form 6251 Instructions

IRS Form 6251 Instructions

IRS Form 8689: Allocation of Income to the U.S. Virgin Islands

IRS Form 8689: Allocation of Income to the U.S. Virgin Islands

IRS Form 8978 Instructions

IRS Form 8978 Instructions

IRS Form 5695: A Guide to Residential Energy Credits

IRS Form 5695: A Guide to Residential Energy Credits

Is Child Support Tax Deductible?

Is Child Support Tax Deductible?

IRS Form 14157-A: Tax Preparer Fraud or Misconduct

IRS Form 14157-A: Tax Preparer Fraud or Misconduct

What is Tax Planning: A Comprehensive Guide (2023)

What is Tax Planning: A Comprehensive Guide (2023)

Are Union Dues Tax Deductible? What You Need to Know

Are Union Dues Tax Deductible? What You Need to Know

Are CDD Fees Tax Deductible? A New Homeowner’s Guide

Are CDD Fees Tax Deductible? A New Homeowner’s Guide

Can The IRS Take Your House?

Can The IRS Take Your House?

5 Crucial Tax Tips For Horse Owners

5 Crucial Tax Tips For Horse Owners

What is Non Ad Valorem Tax?

IRS Form 433-D: How to Set Up Your Installment Agreement

IRS Form 433-D: How to Set Up Your Installment Agreement

IRS Form 1098-C: A Guide to Qualified Vehicle Contributions

IRS Form 1098-C: A Guide to Qualified Vehicle Contributions

IRS Form 2441: A Guide to Child and Dependent Care Expenses

IRS Form 2441: A Guide to Child and Dependent Care Expenses

IRS Form 8888: How to Split A Tax Refund

IRS Form 8888: How to Split A Tax Refund

Tax Topic 160: Statute Expiration Dates Explained

Tax Topic 160: Statute Expiration Dates Explained

IRS Form 1116: A Guide to Claiming Foreign Tax Credits

IRS Form 1116: A Guide to Claiming Foreign Tax Credits

IRS Form 8822: IRS Change of Address Form

IRS Form 8822: IRS Change of Address Form

IRS Form 4137: Taxes on Unreported Tip Income

IRS Form 4137: Taxes on Unreported Tip Income

IRS Form 8971: A Guide to Reporting Property From A Decedent

IRS Form 8971: A Guide to Reporting Property From A Decedent

IRS Form 14242: How to Report Abusive Tax Promotions

IRS Form 14242: How to Report Abusive Tax Promotions

Page navigation

1 2 3 Next PageNext

Resources

  • About
  • Privacy Policy
  • Disclaimer

Financial Planning Topics

  • Tax Planning
  • Social Security
  • Divorce Planning
  • Investing
  • Estate Planning
  • Retirement Planning

Quick Links

  • What is Tax Planning: A Comprehensive Guide (2023)
  • Guide to Injured Spouse Allocation (IRS Form 8379-A)
  • New Homeowner’s Guide (Are CDD Fees Tax Deductible?)
  • An IRMAA Guide For 2023 (SSA-44)
  • Guide to Qualified Vehicle Contributions (IRS Form 1098-C)

© 2023 Teach Me! Personal Finance

  • Tax Planning
    • Tax Forms
  • Social Security
    • Social Security Forms
  • Retirement Planning
    • Roth IRAs
  • About
Search