IRS Interactive Tax Tools

Filing Requirement, Form to Use, Due Date 

•       Do I Need to File a Tax Return?

• How Do I File a Deceased Person's Tax Return?

• Which Form Should I Use to File My Taxes?

• What Is the Due Date of My Federal Tax Return or Am I Eligible to Request an Extension?

• Should I File an Amended Return?

Filing Status and Dependents

•        Whom May I Claim as a Dependent?

• What Is My Filing Status?

Retirement: Pensions, IRAs, Social Security

•        Are My Social Security or Railroad Retirement Tier I Benefits Taxable?

• Is My Pension or Annuity Payment Taxable?

• Do I Need to Report the Transfer or Rollover of an IRA or Retirement Plan on My Tax Return?

• Is the Distribution From My Roth Account Taxable?

• Is the Distribution From My Traditional, SEP or SIMPLE IRA Taxable?

• Do I Meet an Exception to the Additional Tax on Early Distributions From IRAs or Retirement Plans?

• How Do I Correct an Excess Salary Deferral to My 401(k)?

Other Income

•        Do I Include My Scholarship, Fellowship, or Education Grant as Income on My Tax Return?

• How Do I Claim My Gambling Winnings and/or Losses?

• Do I Have Income Subject to Self-Employment Tax?

• Is My Residential Rental Income Taxable and/or Are My Expenses Deductible?

• Is My Tip Income Taxable?

• Are Payments I Receive for Being Unemployed Taxable?

• Are the Fees I Receive as an Executor or Administrator of an Estate Taxable?

• Are the Life Insurance Proceeds I Received Taxable?

• Is the Payment I Received for Jury Duty Taxable?

• Is the Inheritance I Received Taxable? 

• Is the Prize or Award I Received Taxable?

• Is the Gift I Received Taxable?

Deductions

•        How Much Is My Standard Deduction?

• Can I Claim a Deduction for Student Loan Interest?

• Can I Deduct My Moving Expenses?

• How Do I Claim My Gambling Winnings and/or Losses?

• Can I Deduct My Medical and Dental Expenses?

• Can I Deduct My Mortgage-Related Expenses?

• Can I Deduct My Charitable Contributions?

• Can I Claim My Expenses as Miscellaneous Itemized Deductions on Schedule A?

• Can I Deduct Personal Taxes That I Pay as an Itemized Deduction on Schedule A?

• Are My Work-Related Education Expenses Deductible?

Credits

•        Am I Eligible to Claim an Education Credit?

• Does My Child/Dependent Qualify for the Child Tax Credit or the Credit for Other Dependents?  

• Am I Eligible to Claim the Premium Tax Credit?

• Am I Eligible to Claim the Child and Dependent Care Credit?

• Do I Qualify for the Credit for the Elderly or Disabled?

• Do I Qualify for the Retirement Savings Contributions Credit?

• Am I Eligible to Claim a Credit for Adopting a Child or to Exclude Employer-Provided Adoption Benefits From My Employer?

• Am I Eligible to Claim the Foreign Tax Credit?

• Do I Need to Repay the First-Time Homebuyer Credit?

International

•       Am I Eligible to Apply for an Individual Taxpayer Identification Number?

• Can I Exclude Income Earned in a Foreign Country?

• Am I Eligible to Claim the Foreign Tax Credit?

• As a U.S. Citizen or Resident Alien Married to a Nonresident Alien, What's My Filing Status?

• Is Federal Income Tax Withholding Required on the Disposition of U.S. Property Interest by a Nonresident Alien?

• Am I Required to File a Nonresident Alien U.S. Individual Tax Return?

• As a Nonresident Alien, Are My Gambling Winnings Exempt From Federal Income Tax?

• As a Resident or Nonresident Alien, Am I Required to Obtain a Departure Permit to Leave the United States?

Additional Topics

•       Am I Eligible to Apply for an Individual Taxpayer Identification Number?

• Can I or My Spouse Claim Part of a Refund Being Applied Toward a Debt Owed by the Other Spouse?

• How Do I Report the Debt Forgiven on My Residence Due to Foreclosure, Repossession, Abandonment, or Because of a Loan Modification or Short Sale?

• Am I Required to Make Estimated Tax Payments?

• Do I Need to Pay the Heavy Highway Vehicle Use Tax?

• Are My Wages Exempt From Federal Income Tax Withholding?