A list of considerations regarding income, taxes, assets and debts.
Taxes Forms
Child and Dependent Care Expenses – IRS Form 2441
If you paid someone to care for your child or other qualifying person so you (and your spouse if filing jointly) could work or look for work, you may be able to take the credit for child and dependent care expenses.
Child and Dependent Care Instructions – IRS Form 2441
If you paid someone to care for your child or other qualifying person so you (and your spouse if filing jointly) could work or look for work, you may be able to take the credit for child and dependent care expenses.
Child Tax Credit – IRS Form 1040
This credit is for people who have a qualifying child. It is in addition to the credit for child and dependent care expenses and the earned income credit.
Child Tax Credit Instructions – IRS Form 8812
Use Part I of this schedule to document that any child for whom you entered an ITIN and for whom you also checked the “if qualifying child for child tax credit” box, is a resident of the United States because the child meets the substantial presence test and is not otherwise treated as a nonresident alien. Use Parts II–IV of Schedule 8812 to figure the additional child tax credit.
Power of Attorney and Declaration of Representative – IRS Form 2848
Use this form to authorize an individual to represent you before the IRS. The individual you authorize must be a person eligible to practice before the IRS.
Release Revocation of Release of Claim to Exemption for Child by Custodial Parent – IRS Form 8332
If you are the custodial parent, you can use this form to do the following: Release a claim to exemption for your child so that the noncustodial parent can claim an exemption for the child and revoke a previous release of claim to exemption for your child.
Request for Innocent Spouse Relief – IRS Form 8857
If you believe your current or former spouse should be solely responsible for an erroneous item or an underpayment of tax from
your joint tax return, you may be eligible for innocent spouse relief.
Sale of Business Property – IRS Form 4797
Uses of Form 4797 include Use Form 4797 to report: The sale or exchange of: Real property used in your trade or business; and Depreciable and amortizable tangible property used in your trade or business.
Sale of Business Property Instructions – Form 4797
Uses of Form 4797 include Use Form 4797 to report: The sale or exchange of: Real property used in your trade or business; and Depreciable and amortizable tangible property used in your trade or business.
Tax Information Authorization – IRS Form 8821
Form 8821 authorizes any individual, corporation, firm, organization, or partnership you designate to inspect and/or receive your confidential information verbally or in writing for the type of tax and the years or periods you list on Form 8821.