Tax Links

Top Links

• IRS Forms/Instructions/Pubs

• Google

• IRS
• IRS Tax Calendar
• Pub 17, Your Federal Income Tax for Individuals
• Pub 5307: Tax Reform Basics
• Tax Reform
• American Recovery and Reinvestment Act of 2009 (ARRA)
• Patient Protection and Affordable Care Act of 2010 (ACA)
• Tax Cuts and Jobs Act 12/22/2017
• Consolidated Appropriations Act 02/15/2019
• Further Consolidated Appropriations Act 12/20/2019

• Where is my Income Tax Refund? (IRS)
• Where is my Amended Return? (IRS)
• IRS - Advance Child Tax Credit Payments in 2021 (Letter 6419 received in January 2022)
• Coronavirus - Get My EIP Payment (IRS) (2020: Notice 1444, 1444-B; 2021: Notice 1444-C, Letter 6475) - Form 3911 requests IRS to trace missing payments
• Retrieve Your Identity Protection PIN (IRS)
• Identity Verification for IRS Letter Recipients
• Get Transcript of Tax Return (IRS)
• First Time Homebuyer Credit Account Look-Up (IRS)
• Self Check (Department of Homeland Security)
• IRS Withholding Calculator
• Form W-4, Withholding Allowance Certificate
• IRS Withholding Tables (Pub 15)

• Directory of Federal Tax Return Preparers
• IRS draft Tax Forms
• Electronic Return File Specifications for Individual Income Tax Returns
• IRS Disaster Relief
• IRS Where to File Paper Returns

• Energy Star
• File Conversions
• U.S. Government

Federal Resources

• U.S. Government
• The White House
• Federal Register
• U.S. Government Printing Office
• U.S. Postal Service (USPS)
• Medicare
• Veterans Administration 800-827-1000
• Railroad Retirement Board
• U.S. Government Forms Federal Forms
• US Federal Emergency Management Agency (FEMA): List of Presidentially Declared Disaster Areas
• Federal Citizen Information Center (GSA)
• Bureau of Labor Statistics (BLS)
• U. S. Census Data

SSA Resources

• U.S. Social Security Administration (SSA)
• Social Security Online
• SSA - Business Services Online

DOL Resources

• U.S. Department of Labor (DOL)
• Employee Benefits Security Administration (EBSA)
• Forms 5500: Annual Returns/Reports of Employee Benefit Plan
• EFAST2 System

Residency

• Zip Code Map
• Another Zip Code Map
• Zip Code List
• Phone Area Codes
• Calculate Days Between Two Dates

Non-Residents

• University of Texas at Austin: Non-Resident Taxes
• U.S. Citizenship and Immigration Services
• Puerto Rico Dept. of the Treasury: Tax Forms
• Form 1040NR, U.S. Nonresident Alien Income Tax Return
• Form 843, Claim for Refund and Request for Abatement
• Form 8316, Information Regarding Request for Refund of Social Security Tax Erroneously Withheld on Wages Received by a Nonresident Alien on an F, J, or M Type Visa
• Form 8840, Closer Connection Exception Statement for Aliens
• Form 8843, Statement for Exempt Individuals and Individuals With a Medical Condition
• Directory of Visa Categories
• U.S. Income Tax Treaties
• Tax Treaty Tables

Business/Self Employment

• IRS: Small Business and Self-Employed Tax Center
• IRS: Employment Tax Forms
• SBA: Small Business Guide
• Texas Conference for Employers
• Incorporation Packages, State information

Business Codes

• Sole Proprietor Business Codes
• Partnership Business Codes
• S-Corp Business Codes
• DOT/SIC Index
• Pub 4557, Safeguarding Taxpayer Data

Per Diem Rates

• Per Diem Rates (GSA)
• Foreign Per Diem Rates (State Department)

Texas Franchise Tax

• Texas Franchise Tax WebFile
• Texas Business and Nonprofit Forms
• Texas Form 205, Certificate of Formation—Limited Liability Company
• Texas Form 05-102, Public Information Report
• Texas Form 05-163, Texas Franchise Tax No Tax Due Report
• Texas Form 401, Change of Registered Agent and/or Registered Office
• Texas Form 651, Certificate of Termination of a Domestic Entity
• North American Industry Classification System (NAICS)
• Standard Industrial Classifications (SIC) Index
• Texas Taxpayers Search
• Texas Franchise Tax Account Status

Texas Agricultural and Timber Exemptions

• Texas Agricultural and Timber Exemptions

Texas Forms 803/804/802

• 10. Who can form a Professional Association (PA/PC/PLLC)
• Texas Statutes
• Texas Index of Report Forms Filed by Professional Associations, Partnerships, and Nonprofit Corporations
• Texas Form 803: Annual Statement of a PA

Texas Sales Tax

• Texas Local Sales Tax Rates

Colorado Severance Tax

• Colorado Oil & Gas Severance Tax | Filing Information
• Colorado Form DR0021: Oil & Gas Severance Tax Return Booklet
• Colorado Severance Tax Forms

Depreciation

• How to Depreciate Property

Depletion

• IRS pub 535: Business Expenses (Chapter 9: Depletion)

Employees

• USCIS: Handbook for Employers M-274
• USCIS: I-9, Employment Eligibility Verification
• IRS Payroll Professionals Tax Center
• Social Security Administration: Wage Reporting
• Instructions for Forms W-2 and W-3
• Form W-4, Withholding Allowance Certificate
• IRS Withholding Tables (Pub 15)

• Form 941: Employer's Quarterly Federal Tax Return (modified Coronavirus)
• Form 943: Employer’s Annual Federal Tax Return for Agricultural Employees
• Form 940: Employer's Annual Federal Unemployment (FUTA) Tax Return

Self-Employment Taxes

• The first $433.13 net earnings without SE-taxes
• 15.3 percent on the first $132,900 net earnings
• IRS: Self-Employment Tax (Social Security and Medicare Taxes)

Truckers

• Trucker 2106 Expenses

Gas and Oil Exploration Companies

• Devon Energy Access Online Royalty Account

Farming

• Tax Management for Timberland Owners

Qualified Business Income Deduction (QBID)

• Qualified Business Income Deduction (QBID) faqs
• Pub 535, Business Expenses Chapter 12: QBID

Donations

• IRS Tax Exempt Organisation Search Tool
• Guidestar
• IRS Tax Exempt Organisation Search
• IRS: Stay Exempt - Tax Basics for Exempt Organizations
• TurboTax ItsDeductible Online Value of Donations
• Goodwill Donation Calculator
• Donation Value Guide from the Salvation Army
• Donation Value Guide from the Salvation Army

Education Credits

• Pub 970: Tax Benefits for Education
• U.S. Department of Education: searchable database of all accredited schools
• FAFSA: Federal School Code Search
• Is it an "unrestricted scholarship"?

Energy Credits

• Federal Tax Credits for Energy Efficiency Energy Star

Earned Income Tax Credit

• Pub 596, Earned Income Credit
• Form 8867, Paid Preparer’s Due Diligence Checklist
• Form 14815, Supporting Documents for CTC or ODC
• EitcOutreach.org
• Earned Income Tax Credit Graph

Current

• Tax Day now July 15
• CDC: Coronavirus Task Force
• IRS: Coronavirus Tax Relief, IRS: Pub 5419
• Phase 1. Coronavirus Preparedness and Response Supplemental Appropriations Act from March 6, 2020 - includes Economic Injury Disaster Loan (EIDL)
• Phase 2. Families First Coronavirus Response Act (FFCRA) from March 18, 2020 (DOL) - includes Expanded Family and Medical Leave Act (FMLA)
• Phase 3. Coronavirus Aid, Relief, and Economic Security Act (CARES) from March 27, 2020
• Phase 4. Coronavirus Response and Relief Supplemental Appropriations Act, 2021 - included as Division M in: Consolidated Appropriations Act, 2021, (Text of Bill)
• Phase 5. Consolidated Appropriations Act of 2021 (CAA, 12/27/2020)
• Phase 6. American Rescue Plan Act of 2021 (ARPA, 3/11/2021)
• Infrastructure Investment and Jobs Act (IIJA, 11/15/2021)
  FCC: $14 Billion Affordable Connectivity Program (ACP),
  USAC: Affordable Connectivity Program

Tax Details

• ---> Coronavirus Tax Rules
• ---> Tax Form Codes
• ---> Tax Research
• ---> Tax Limits/Phaseouts
• ---> EITC Graph
• ---> Lacerte Help, Lacerte, Income Tax Input
• ---> Business Forms
• ---> Business Comparison
• ---> Numbers for Tax Year 2020
• ---> Numbers for Tax Year 2019
• ---> Numbers for Tax Year 2021
• ---> 1040 Forms Tree for Tax Year 2019
• ---> tax planner 2019
• ---> tax planner 2020

Financial

• FDIC: Financial Institution Directory
• FEDERAL RESERVE BANK - Routing Numbers
• U.S. Securities and Exchange Commission (SEC)
• U.S. SEC: EDGAR
• U.S. SEC: Mutual Funds
• U.S. Savings Bonds
• U.S. Fiscal Service
• Consumer Price Indec (CPI)
• Income Tax Calculator
• Interest Calculator
• CPI Inflation Calculator

Payments

• Fiscal Service
• IRS: Payment Options
• IRS: Paying Your Taxes (DirectPay)
• Official Payments Corp.
• Link2Gov Corp.
• Electronic Federal Tax Payment System (EFTPS)
• pay USA tax
• Pay.gov U.S. Department of the Treasury
• Online 1099-MISC e-file & e-delivery

Stocks

• finance.yahoo Historical Stock Values
• Current Stock Values
• Historical Stock Values
• research the background and experience of financial brokers, advisers and firms
• FINRA.ORG: BrokerCheck Resources

Foreign Income

• Physical Presence Test: date duration calculation
• IRS: Yearly Average Currency Exchange Rates
• Federal Reserve: Yearly Average Foreign Exchange Rates
• Treasury Reporting Rates of Exchange
• Live Euro to Dollar Exchange Rate
• XE Currency Converter
• Oanda Currency Converter

Foreign Accounts

• Financial Crimes Enforcing Network (FINCEN)
• FinCEN Report Form 114: Report of Foreign Bank and Financial Accounts (FBAR)
• IRS Form 8938: Statement of Specified Foreign Financial Assets
• IRS: Treasury Department End-of-Year Exchange Rates for Form 8938 and FINCEN Form 114

Retirement Contributions

• IRS: Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs)
• IRS: Publication 560, Retirement Plans for Small Business (SEP, SIMPLE and Qualified Plans)
• buy bonds from Federal Reserve by U.S. Department of the Treasury
• www.401khelpcenter.com

Retirement Distributions

• IRS: Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs)
• "you have to take your first RMD by April 1 of the year after you reach the age of 72. For all subsequent years, including the year in which you were paid the first RMD by April 1, you must take the RMD by December 31 of the year."
• FINRA Required Minimum Distribution Calculator
• another Required Minimum Distribution Calculator
• IRS: IRA Required Minimum Distribution Worksheet
• IRS: Retirement Plan and IRA Required Minimum Distributions FAQs

Insurance Ratings

• Standard & Poor's
• Moodys
• Weiss Ratings
• A & M Best Insurance Reports

Affordable Care Act (ACA)

• Affordable Care Act (ACA)
• Health Insurance Marketplace
• Kaiser Family Foundation: Subsidy Calculator

Long-Term Care Insurance

• IRS: Form 1099-LTC, Long-Term Care and Accelerated Death Benefits
• IRS: Form 8853, Archer MSAs and Long-Term Care Insurance Contracts
• ---> LTC Companies Info

Tax Education

• IRS Tax Map (archived until 2018)
• IRS Interactive Tax Assistant
• Understanding Taxes lessons from the IRS
• IRS SB Tax Workshop
• IRS Earned Income Tax Central
• IRS Practice Units
• IRS videos on youtube
• IRS Stakeholder Headliners
• Internal Revenue Bulletins
• TIGTA - Treasury IG for Tax Admin
• U.S. Congress: The Joint Committee on Taxation
• Committee on Ways & Means
• AICPA: Journal of Accountancy

Financial Education

• Material to improve children's financial literacy
• IRS Understanding Taxes lessons for high school students
• 360 Degrees of Financial Literacy
• Quickfinder Tax Preparation Handbook, Quickfinder ONLINE Tax Preparation Handbook
• J. K. Lasser: Your Income Tax
• The Tax Book, TTB news
• Tax Almanac
• Tax History Project Presidential Tax Returns
• blog: Don't Mess With Taxes
• PrinciplesofAccounting.com textbook and learning center for financial and managerial accounting
• MIT OpenCourseWare: Financial Accounting
• RESPONSIVE Learning Technologies $$
• IVY Software $$
• Annual Credit Report free

Continuing Education (CE)

• Webinars for Tax Practitioners
• Webinars for Small Businesses
• IRS Nationwide Tax Forums
• WebCe - Online Education Courses
• 31 CFR 10: PRACTICE BEFORE THE INTERNAL REVENUE SERVICE (Circular 230)
• IRS Earned Income Tax Central

IRS Tax Practitioner Service

• IRS Practitioner Priority Service: phone: 1- (866) 860-4259

• IRS: Tax Professionals

  Tools for:
  • tax professionals
  • Electronic Return Originators (ERO)
  • Reporting Agents who are accepted IRS e-file providers
  • Payers of income subject to backup withholding

IRS Taxpayer Advocate Service

• phone: 1- (877) 777-4778
• 1114 Commerce St., MC1005DAL, Dallas, TX 75242 - phone: (214) 413-6500
• fax the Form 911 to: (214) 413-6594

IRS Assistance Centers

• 1100 Commerce St., Rm 121, Dallas, TX 75242 - phone: (214) 413-6010
• 4050 Alpha Rd., Rm 170, Farmers Branch, TX 75244 - phone: (214) 413-6010
• 819 Taylor St., Rm 6A14, Ft. Worth, TX 76102 - phone: (817) 978-3477

IRS Mailing Addresses

• not enclosing a payment:

  Department of the Treasury 
  Internal Revenue Service 
  Austin, TX 73301-0002
  

• with a check; write on payee line “Department of the Treasury”:

  Internal Revenue Service 
  P.O. Box 1214 
  Charlotte, NC 28201-1214
  

• extension on paper form 4868 w/o payment:

  Department of the Treasury 
  Internal Revenue Service Center 
  Austin, TX 73301-0045
  

• amended return; attach copies of tax documents with withholdings:

  Department of the Treasury 
  Internal Revenue Service 
  Austin, TX 73301-0052
  

Local Taxes

Texas State Resources

• Texas Government
• Texas Comptroller
• Texas Franchise Tax WebFile
• Texas Secretary of State
• Texas Business and Nonprofit Forms
• Texas Motor Vehicles
• Texas Constitution and Statutes
• Texas online search on Franchise Tax Account Status
• Texas Local Sales Tax Rates
• Texas Workforce Commission: Texas Business Conference
• Sales Tax Calculator

Texas County Resources

• Texas Counties
• North Texas Map
• Texas School Districts
• Texas School Districts Locator

Collin County

• Collin County
• Collin Central Appraisal District

Comanche County

• Comanche County
• Comanche Central Appraisal District

Dallas County

• Dallas County
• Dallas Central Appraisal District
• Dallas County Tax Office
• Carrollton-Farmers Branch ISD Tax Office

Denton County

• Denton County
• Denton Central Appraisal District
• Property Tax Account Search

Hood County

• Hood County
• Hood County Appraisal District

Johnson County

• Johnson County Central Appraisal District
• Johnson County Account Search

Montgomery County

• Montgomery County
• Montgomery Central Appraisal District

Palo Pinto County

• Palo Pinto County Appraisal District

Parker County

• Parker County
• Parker County Appraisal District

Somervell County

• Somervell County
• Somervell Central Appraisal District

Tarrant County

• Tarrant County
• Tarrant Appraisal District
• Property Tax Account Search
• Grapevine-Colleyville Tax Office
• Tarrant County Property Tax

Wise County

• Wise County
• Wise County Appraisal District
• Property Tax Account Search

Texas Cities

• Arlington
• Azle
• Argyle
• Bedford
• Colleyville
• Dallas
• Decatur
• Denton, -wiki
• Euless
• Flower Mound
• Fort Worth
• Grapevine
• Haltom City
• Haslet
• Hurst
• Justin
• Keller
• North Richland Hills
• Northlake
• Plano
• Rhome
• Richland Hills
• Roanoke
• Saginaw
• Southlake
• Trophy Club
• Watauga
• Westlake
• other DFW cities

State Tax Agencies

• Alabama
• Alaska no personal income tax
• Arizona
• Arkansas
• California
• Colorado, and Severance Tax
• Connecticut
• Delaware
• District of Columbia
• Florida no personal income tax
• Georgia
• Hawaii
• Idaho
• Illinois
• Indiana
• Iowa inheritance tax
• Kansas
• Kentucky inheritance tax
• Louisiana
• Maine
• Maryland inheritance tax
• Massachusetts
• Michigan
• Minnesota
• Mississippi
• Missouri
• Montana
• Nebraska inheritance tax
• Nevada no personal income tax
• New Hampshire
• New Jersey inheritance tax
• New Mexico
• New York
• North Carolina
• North Dakota
• Ohio
• Oklahoma
• Oregon
• Pennsylvania inheritance tax
• Puerto Rico
• Rhode Island
• South Carolina
• South Dakota no personal income tax
• Tennessee
• Texas no personal income tax, but Franchise Tax and PA report
• Utah
• Vermont
• Virginia
• Washington, Secretary of State
• West Virginia
• Wisconsin
• Wyoming no personal income tax