Tax Resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

Tax Calendar

Important tax dates for individuals

Tax Forms

A full set of downloadable forms from the IRS

Tax Publications

A full set of downloadable publications from the IRS

Tax Rates

Tables to enable you to find your federal marginal income tax rate

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

Tax Calendar

Important tax dates for individuals

January 31, 2022 - The deadline to send W-2 and 1099 Forms for 2021

This is the deadline for employers to send out W-2 Forms to employees and 1099 Forms to non-employees who provide services for the 2021 tax year.

February 15, 2022 - The W-4 Form Exemption Due for 2021

If you claimed an exemption from income tax withholding on the W-4 Form you gave your employer last year, you must file a new W-4 Form by this date to maintain your exemption for an additional year.

April 18, 2022 - Individual Income Tax Returns Due for 2021*

2021 individual income tax returns are due, along with any taxes owed.

* The IRS has the authority to adjust Federal tax deadlines, including April 15. Most recently, it exercised that authority in 2019 and 2020 tax years. The IRS can make the change on short notice based on its assessment of financial or economic conditions.

Tax Rates

Please note: Tax rates are for the 2022 tax year and will be updated to the 2023 rates after the 2023 tax filing deadline.

Married Filing Jointly

Rate

Minimum

Maximum

10%

$0

$20,550

12%

$20,551

$83,550

22%

$83,551

$178,150

24%

$178,151

$340,100

32%

$340,101

$431,900

35%

$431,901

$647,850

37%

$647,851

N/A

Married Filing Separately

Rate

Minimum

Maximum

10%

$0

$10,275

12%

$10,276

$41,775

22%

$41,776

$89,075

24%

$89,076

$170,050

32%

$170,051

$215,950

35%

$215,951

$323,925

37%

$323,926

N/A

Single

Rate

Minimum

Maximum

10%

$0

$10,275

12%

$10,276

$41,775

22%

$41,776

$89,075

24%

$89,076

$170,050

32%

$170,051

$215,950

35%

$215,951

$539,900

37%

$539,901

N/A

Head of Household

Rate

Minimum

Maximum

10%

$0

$14,650

12%

$14,651

$55,900

22%

$55,901

$89,050

24%

$89,051

$170,050

32%

$170,051

$215,950

35%

$215,951

$539,900

37%

$539,901

N/A

Source: IRS.gov, April 2022.

This content is developed from sources believed to be providing accurate information.

This table is for informational purposes only and is not a replacement for real-life advice. Make sure to consult your tax, legal, and accounting professionals before modifying your tax strategy.

Tax Publications

These links will let you download a number of very useful tax publications from the Internal Revenue Service. Clicking on one of these links will download a PDF version of the publication directly from the Internal Revenue Service website.

Armed Forces’ Tax Guide

This publication covers the special tax situations of active members of the U.S. Armed Forces. It does not cover military pensions or veterans’ benefits or give the basic tax rules that apply to all taxpayers.

Employer’s Tax Guide

A guide to taxes for employers and business owners.

Tax Guide for Small Businesses (for individuals who use Schedule C or Schedule C-EZ)

The publication provides general information about the federal tax laws that apply to small business owners who are sole proprietors and to statutory employees. It provides information on business income, expenses, and tax credits that may help you file your income tax return.

Medical and Dental Expenses (including the Health Coverage Tax Credit)

This publication explains the itemized deduction for medical and dental expenses that you claim on Schedule A (Form 1040).

Divorced or Separated Individuals

This publication explains tax rules that apply if you are divorced or separated from your spouse.

Business Expenses

This publication discusses common business expenses and explains what is and is not deductible.

Individual Retirement Arrangements (IRAs)

This publication discusses traditional, Roth, and SIMPLE IRAs. It explains the rules for setting up an IRA, contributing to an IRA, transferring money or property to or from an IRA, receiving distributions from an IRA, and taking credit for contributions to an IRA.

Health Savings Accounts and Other Tax-Favored Health Plans

This publication explains health savings accounts (HSAs), medical savings accounts (Archer MSAs and Medicare Advantage MSAs), health flexible spending arrangements (FSAs), and health reimbursement arrangements (HRAs).

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

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