Tax Resources

Tax Brackets | Most Requested Tax Forms | Most Requested Tax Publications | Tax Form Mailing Deadlines

2013 Federal Tax Brackets

Marginal Tax Rate

Single

Married Filing Jointly or Qualifying Widow(er)

Married Filing Separately

39.6% $400,001 and more $450,001 and more $225,001 and more
35% $398,351 – $400,000 $398,351 – $450,000 $199,176 – $225,000
33% $183,251 – $398,350 $223,051 – $398,350 $111,526 – $199,175
28% $87,851 – $183,250 $146,401 – $223,050 $73,201 – $111,525
25% $36,251 – $87,850 $72,501 – $146,400 $36,251 – $73,200
15% $8,926 – $36,250 $17,851 – $72,500 $8,926 – $36,250
10%

$0 – $8,925

$0 – $17,850

$0 – $8,925

 

2014 Federal Tax Brackets

Marginal Tax Rate

Single

Married Filing Jointly or Qualifying Widow(er)

Married Filing Separately

39.6% $406,751 and more $457,601 and more $228,801 and more
35% $405,101 – $406,750 $405,101 – $457,600 $202,551 – $228,800
33% $186,351 – $405,100 $226,851 – $405,100 $113,426 – $202,550
28% $86,351 – $186,350 $148,851 – $226,850 $74,426 – $113,425
25% $36,901 – $89,350 $73,801 – $148,850 $36,901 – $74,425
15% $9,076 – $36,900 $18,151 – $73,800 $9,076 – $36,900
10%

$0 – $9,075

$0 – $18,150 $0 – $9,075

 

Most Requested Tax Forms

Form 1040

U.S. Individual Income Tax Return

Form 1040 Instructions

Form 8606

Non Deductible IRAs to report:

  • Nondeductible contributions you made to traditional IRAs,
  • Distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible contributions to traditional IRAs,
  • Distributions from Roth IRAs,
  • Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs,
  • Rollovers from qualified retirement plans (other than designated Roth accounts) to Roth IRAs,
  • In-plan Roth rollovers, and
  • Certain distributions from designated Roth accounts allocable to in-plan Roth rollovers.

Form 5329

Additional Taxes on Qualified Plans (Including IRAs) and Other Tax Favored Accounts to report:

  • IRAs
  • Other qualified retirement plans
  • Modified endowment contracts
  • Coverdell ESAs
  • QTPs
  • Archer MSAs
  • HSAs

Instructions for Form 5329

For a comprehensive listing of tax forms, and access to all of the most up-to-date forms, visit the IRS website.


Most Requested Tax Publications

Publication 590

Individual Retirement Arrangements

Publication 560

Retirement Plans for Small Businesses

Tax Form Mailing Deadlines

Most tax forms must be sent out on or before February 18th (although the normal IRS deadline is February 15th, in 2014 that date falls on a Saturday and due to President’s Day holiday, the next business day is February 18). Here are some of the tax form mailing deadlines you might be interested in:

IRS Form

Who Receives the Form

IRS Mailing Deadline

5498 Someone who owns a Traditional IRA, Roth IRA, Rollover IRA, SIMPLE IRA or SEP–IRA in a brokerage or mutual fund account January 31
5498 Someone who made a contribution to an IRA for the 2011 tax year between January 1, 2012 and April 17, 2012 May 31
5498-SA Someone who owns a health savings account January 31
5498-SA Someone who made a contribution to a health savings account for the 2011 tax year between January 1, 2012 and April 17 ,2012 May 31
1099-R Someone who owns a retirement account and took a distribution or recharacterized their IRA assets January 31
1099-DIV, 1099-INT, 1099-B Someone who owns a non-retirement brokerage account and received taxable dividend income, tax-exempt interest income, capital gain distributions or sold shares of a mutual fund February 18
1099-SA Someone who owns a health savings account and took a distribution January 31
1099-Q Someone who received a distribution from a 529 plan account January 31
K-1 Someone who owns an investment in partnership interests. The purpose of the Schedule K-1 is to report share of the partnership’s income, deductions and credits. Sent directly by the partnership (sometimes as late as March)

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