Financial Tools & Resources

Home Financing Calculators Should I refinance my home mortgage? What would my payments be for a fixed rate loan? What would my payments be for an adjustable rate loan? What would my payments be for a balloon loan? Should I rent my home or buy? Which loan is better, Fixed or Adjustable? What would I save if I make extra payments? How much house can I qualify for? How much house can I afford? Advanced mortgage calculator

Personal Financing Calculators How much car can I afford? How long will it take to pay off my credit cards? How much do I need to save for college? How long will it take to save for a major purchase? Simple loan calculator How much can I borrow? What interest rate would I need? How long would it take to pay off a loan? What would my payments be?

Investment Calculators Investment analysis calculator How can I save a million dollars? Investment yield calculator Present value calculator Future value calculator Simple savings goal calculator How much money could I save? What interest rate would I need? How much money would I need to start with? How much would I need to save each month?

Retirement Calculators Roth IRA comparison calculator IRA calculator Roth IRA calculator IRA deposit calculator Roth IRA deposit calculator Spending calculator How long would I be able to make withdrawals? What interest rate would I need? How much money would I need to start with? How much money could I withdraw each month?

Lease Calculators Simple lease calculator Advanced lease calculator How much can I afford to lease? What interest rate would I need? What would my residual be? What would my payments be?

Personal Balance Sheet

Household Spending Worksheet

1040 Form   C  D  E  EIC  SE  Instructions

1040EZ   Instructions Eligibility

Note: For filers with no dependents & taxable income less than $50,000.

1040A  1  2  3  EIC  Instructions Eligibility

Note: For filers under $50,000 in taxable income.

Form 4868 Filing Extension

Note: Extensions for Tax Year 2007 are due on April 15, 2008.

Please Select Needed Tax Form 1040 - Individual Income Tax Return 1040 - Schedules A & B - Deductions, Interest, Dividends 1040 - Schedule C - Profit or Loss From Business 1040 - Schedule C-EZ - Net Profit from Business 1040 - Schedule D - Capital Gains and Losses (& Home Sales) 1040 - Schedule D-1 - Long & Short Term Capital Gains/Losses 1040 - Schedule E - Supplemental Income and Loss 1040/1040A - Schedule EIC - Earned Income Credit 1040 - Schedule F - Farm Income and Expenses 1040 - Schedule H - Household Employment Taxes 1040 - Schedule J - Farm Income Averaging 1040 - Schedule R - Credit for the Elderly or the Disabled 1040 - Schedule SE - Self-Employment Tax 1040A - Individual Income Tax Return - Short Form 1040A - Schedule 1 - Interest & Dividend Income 1040A - Schedule 2 - Child & Dependent Care Expenses 1040A - Schedule 3 - Credit for Elderly or Disabled 1040ES - Estimated Tax for Individuals 1040ES(NR) - Estimated Tax for Nonresident Alien Individuals 1040EZ - Individual Income Tax Return 1040NR - Nonresident Alien Income Tax Return* 1040V - Payment Voucher 1040X - Amended Individual Income Tax Return 1099DIV - Dividends and Distributions 1099MISC - Miscellaneous Income 1099-MSA - Distributions from Medical Savings Account 1099-R - Distributions from Pensions, IRAs, & Other 1116 - Foreign Tax Credit 2106 - Employee Business Expenses 2106EZ - Unreimbursed Employee Business Expenses 2120 - Multiple Support Declaration 2210 - Underpayment of Estimated Tax* 2210F - Underpayment of Estimated Tax, Farmers and Fishermen* 2441 - Child and Dependent Care Expenses 2555 - Foreign Earned Income 2688 - Application for Additional Extension of Time to File 2848 - Power of Attorney and Declaration of Representative 3468 - Investment Credit* 3800 - General Business Credit* 3903 - Moving Expenses 4136 - Credit for Federal Tax on Fuel 4137 - Social Security and Medicare Tax on Unreported Tip Income 4255 - Recapture of Investment Credit 4506 - Request for Copy of Tax Form 4562 - Depreciation and Amortization 4684 - Casualties and Thefts 4797 - Sales of Business Property 4835 - Farm Rental Income and Expenses 4852 - Substitute Form W-2 or 1099R 4868 - Application for Automatic Extension of Time 4952 - Investment Interest Expense Deduction 4970 - Tax on Accumulated Distribution of Trusts 4972 - Tax on Lump-Sum Distributions 5329 - Return for IRA and Qualified Retirement Plans* 5884 - Work Opportunity Credit* 6198* - At-Risk Limitations 6251 - Alternative Minimum Tax (instructions) 6252 - Installment Sale Income* 6765* - Credit for Increasing Research Activities 6781* - Gains and Losses From Section 1256 Contracts & Straddles 8271 - Investor Reporting of Tax Shelter Registration Number 8283 - Noncash Charitable Contributions 8332 - Release of Claim to Exemption for Child 8379 - Injured Spouse Claim and Allocation 8396 - Mortgage Interest Credit 8453 - Declaration for an IRS E-file Return 8453-OL - Declaration for an IRS E-file Return 8582* - Passive Activity Loss Limitations 8582CR* - Passive Activity Credit Limitations 8586* - Low-Income Housing Credit 8594 - Asset Acquisition Statement 8606 - Nondeductible IRAs* 8611 - Recapture of Low-Income Housing Credit 8615 - Computation of Tax for Children Under Age 14 8633 - Application to Participate in the IRS e-file Program 8801 - Credit For Prior Year Minimum Tax 8812 - Additional Child Tax Credit 8814 - Election to Report Child's Interest and Dividends 8815 - Exclusion of Interest from Series EE Bonds 8822 - Change of Address 8824 - Like-Kind Exchanges* 8829 - Expenses for Business Use of Your Home 8839 - Qualified Adoption Expenses* 8846 - Credit for Social Security and Medicare Taxes Paid on Tips* 8850 - Pre-Screening Notice and Certification Request 8857 - Request for Innocent Spouse Relief 8861 - Welfare-to-Work Credit* 8862 - Information to Claim Earned Income Credit for Disallowance 8863 - Education Credits 8867 - Paid Preparer's Earned Income Credit Checklist 9325 - General Information for Taxpayers to Elect to E-file 9465 - Installment Agreement Request W-2 - Wage and Tax Statement (Info Copy) W-2G - Certain Gambling Winnings (Info Copy) W-4 - Employee Withholding Allowance Certificate

* Reflects the most updated form from the IRS

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