Miscellaneous Itemized Deductions

• Miscellaneous Deductions ..IRS Pub 529
• Miscellaneous Deductions ..IRS Pub 17 Ch 28
• Miscellaneous Expenses ..IRS Topic 508
• Wills & Trusts: When Are Fees Deductible ..Estate Planning Council
• Internal Revenue Code Section 212
• Access to Treasury Regulation 1.212

Moving Expense

• Moving Expense ..IRS Pub 521
• Moving Expense ..IRS Tax Topic 455
• Foreign Moves ..See IRS Pub 54 Chapter 5
• Internal Revenue Code Section 217
• Access to Treasury Regulation 1.217
• Tips for Claiming Moving Expense Deductions ..Bankrate.com
• IRS Form 3903: Moving Expenses

Mutual Funds

• Tax Guide to Mutual Funds ..Fairmark Press
• IRS FAQs
• How To Be A Tax-Savvy Investor ..Vanguard Group
• Exchange Traded Funds (ETFs) ..Morningstar.com
• Exchange Traded Funds (ETFs) ..Smartmoney.com

• Also see: Taxation of Investors

Net Operating Losses

• Net Operating Losses ..IRS Pub 536
• Net Operating Losses ..Small Business Taxes & Mgt.
• Net Operating Losses ..CCH Toolkit
• IRS Qs & As for Net Operating Loss Carryback for Small Businesses
• IRS Guidance on 3,4, or 5 Year Carrybacks for Small Businesses ..RP 2009-19
• IRS Guidance Related to §13 of the Worker, Homeownership and Business Assistance Act of 2009 ..Notice 2010-58
• IRS Form 1045: Application for Tentative Refund
• IRS Form 1045 Instructions

Property Taxes

• An Overview of Property Taxes ..Cornell LII
• Tax Treatment of Real Estate Taxes ..See IRS Pub 17 Ch 22
• Understanding The Real Estate Tax Deduction ..CA FTB
• Special Assessments & Real Estate Taxes ..FSLG Newsletter
• State Programs & Practices for Reducing Residential Property Taxes ..AARP
• Property Tax Circuit Breakers ..Lincoln Institute of Land Policy
• Property Tax Relief: Circuit Breakers ..CBPP.org
• Homestead Exemptions ..CaptaLoans.com
• Homestead Exemptions for Qualifying Veterans ..NCSL.org
• Tax Treatment of Personal Property Taxes ..See IRS Pub 17 Ch 22

Recoveries & Repayments

• Recoveries..See IRS Pub 17 Chapter 12
• Refunds of Previously Deducted Items ..CompleteTax.com
• Repayments..IRS Pub 525

Tax Refunds

• Claims for Refund ..IRS Pub 556
• IRS Refund Hotline: 1-800-829-1954
• IRS: Where's My Refund?
• Does The IRS Owe You Money? ..About.com
• Offset of Tax Refunds ..US Treasury FMS
• Telephone Tax Refund ..IRS Notice 2006-50
• IRS Form 843: Claim for Refund and Request for Abatement
• IRS Form 843 Instructions
• IRS Form 1045: Application for Tentative Refund
• IRS Form 1045 Instructions
• IRS Form 1040X: Amended Tax Return
• IRS Form 1040X Instructions
• IRS Form 4506: Request for Copy of Tax Return
• IRS Form 4506-T: Request for Transcript of Tax Return

State Taxes

A word of caution: State tax law changes often. Information below may not always be current!

• Individual States & D.C. Tax Forms
• State Tax Agencies
• Frequently Asked Tax Questions: By State

• State Income Tax Rates with Brackets, Std Deductions & Exemptions ..Tax Foundation
• State Tax Profile (Select a State) ..Bankrate.com
• All Kinds of Taxes & Tax Rates By State ..Tax Foundation
• Top Marginal Effective Tax Rates by State and by Source of Income (2012 - 2013) ..SSRN
• Statute of Limitations by State ..About.com
• State Taxation of Pension & Retirement Income As of 1/8/13 ..RPEA.org
• State Income Taxes On Pensions & Retirement Income ..NCSL.org

• Inheritance and Estate Tax Rates and Exemptions (Jan. 2013) ..Tax Foundation
• State Estate Tax Exemptions By year ..About.com
• How The States Have Reacted to Estate Tax Changes (06/11) ..Northern Trust
• State Estate Taxes: Currently ..McGuireWoods LLP
• Estate & Inheritance Taxes by State ..Findlaw
• Impact of the Federal Estate Tax on State Estate Taxes ..CRS Report
• Effect On States Of Repeal of Federal Estate Taxes ..FTA Bulletin

• State Wage & Tax Profiles ..ADP
• State Unemployment Taxes (SUTA)
• State Government Tax Collections By Year ..Census Bureau
• Distributional Analysis of The Tax Systems in All 50 States (Jan. 2013) ..Inst. on Taxation & Economic Policy
• Where Do State and Local Governments Get Their Revenue? ..Tax Foundation
• Federal Tax Burdens & Expenditures ..Tax Foundation
• State Taxes & Spending ...Tax Foundation
• State Tax Rates & Structure ..Federation of Tax Administrators
• State & Local Tax Burdens ..Federation of Tax Administrators
• What Assets Are Exempt From Creditors ..CreditorExemption.com

• State Tax Amnesty Programs
• Treatment of Foreign Taxes Paid at the State Level
• 2012 State Business Tax Climate Index ..Tax Foundation
• States Offering Free E-Filing for State Tax Returns
• Reciprocal Agreements by State ..Payroll-taxes.com
• Tax Withholding by State ..CCH Toolkit
• Indidual State Income Tax Withholding Requirements ..AccountantsWorld

• State Programs & Practices for Reducing Residential Property Taxes ..AARP
• Diplomatic Tax Exemption Programs (Sales & Excise Tax) ..US State Dept OFM
• Taxability of Federal Employee Purchases ..FTA Bulletin
• State & Local Government On The Net
• Public Records Available Online By State
• State Offices:
  [ Banking Authorities] [ Insurance Regulators ] [ Consumer Protection ] [ Securities Administrators ] [ Utility Commissions ]

• State Tax Data ..Tax Policy Center
• State by State News ..PEW Center On States
• State Retirement System Web Sites ..Calhoun Law Group
• Local Taxes, SUI, SDI & Labor Laws by State ..Symmetry Software

• Also see: Sales & Use Taxes

Calculators

• Marginal Tax Rate Calculator ..Tax Foundation
• Tax Tools From H&R Block
• Tax Tools From Yahoo!
• Tax Tools From Fidelity
• IRS Penalty Calculator ..Indig Enterprises, Inc
• Over 100 Personal Finance Calculators ..Mortgageloan.com
• Capital Gains Calculator ..Moneychimp.com
• Quarterly Installment Tax Calculator ..Edco Software, Inc.
• Various Financial & Tax Calculators ..CCH
• Annuity Calculators ..FreeAnnuityRates.com
• Social Security Admin. Benefits Calculator
• Taxable Social Security ..Fincalc.com
• New RMD Rules for IRAs & Pensions ..Calctools.com

• Analyze Now! (Click On Free Programs) ..Analyzenow.com
• Charitable Gift Annuity Calculator ..PhilanthroCalc
• Pay Check Calculator - All States ..Paycheckcity.com
• Federal & State Withholding Calculator ..YourMoneyPage.com
• IRS On-Line Withholding Calculator
• Home Office Deduction Calculator ..Completetax.com
• Tax-Equivalent Yield Converter ..CNN Money
• Freddie Mac Calculators For Buying A Home
• Home Mortgage Calculators ..Mortgage-Calc.com
• Lease vs Buy Calculator
• Rent vs Buy Home ..Hotpads.com
• Cost of Living Salary Comparisons ..salary.com

• Microsoft Security Bulletins
• Apple Security Updates
• Best Practices For Keeping Your Home Network Secure ..NSA
• A Parent's Guide to Internet Safety ..FBI
• Various Security Forums ..Spywareinfo.com
• Online Forums Supporting Windows Users ..Aumha.net
• Apple Support Communities ..Apple
• Google Support Forums ..Google
• Internet Crime Complaint Center ..FBI
• Information on Identity Theft ..FTC
• Virus Hoaxes & False Alerts
• Rumors & Hoaxes ..TruthorFiction.com
• National Center for Missing and Exploited Children
• Information on Organ Donation ..Coalition on Donation
• Suicide Prevention (1-800-273-8255)
• Amnesty International USA
• American Civil Liberties Union
• International Tracing Service

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