Last Updated 1/16/2003
Web Link (WSJ) 3.1 Federal Income Tax Form 1040
Note: Wall Street Journal link no longer available
Enter Form 1040 under Search Forms and Publications for: , click on GO, and then click on Form 1040 in Adobe PDF Format
Scroll down to the box that contains all of the available forms, and then within that box, scroll down to click on 2002 Form1040. Then click on Review Selected Files. On the next page, click again on this form you have selected. Reading the form requires the software program Acrobat Reader. If you do not already have this form, it may be freely downloaded.
Web Link 3.2 Personal Exemptions, Standard Deductions, Phase out of Personal Exemptions, and Threshold Limits for Itemized Deductions
Web Link 3.3 Schedule A, Form 1040
Enter Form 1040 (Schedule A) under Search Forms and Publications for: , click on GO, and then scroll down and click on 2002 Form 1040 (Schedule A&B)
Click onForm 1040, Schedules A & B
Web Link 3.4 Qualifying tax exempt organizations
Web Link 3.5 Tax Trails
Web Link (WSJ) 3.5a Tests for determining if someone qualifies as a dependent
Note: The Wall Street Journal site is no longer available.
Web Link 3.5b Additional information on the various itemized deductions
Extensive discussion of Medical Expenses deduction
Extensive discussion of deductions not subject to the 2% limit
Extensive discussion of investment related interest expense deduction
Extensive discussion of deduction for home mortgage interest
Information on deductions of various taxes
Web Link 3.6 IRS Tax Schedule
Click on Individual Income Tax Rates for the desired year
Web Link 3.7 IRS Tax Tables
Scroll down and click on Tax Tables
Web Link (WSJ) 3.7a Direct calculation of taxes
Note: Wall Street Journal link no longer available
Web Link 3.7b Educational expenses credits
Scroll down to the box that contains all of the available forms, and then within that box, scroll down to click on 2002 Form 8863 Education Credits (Hope and Lifetime Learning Credits). Then click on Review Selected Files. On the next page, click again on this form you have selected. Reading the form requires the software program Acrobat Reader. If you do not already have this form, it may be freely downloaded.
Web Link 3.8 W-4 Form
Click on Forms and Instructions. Scroll down to the box that contains all of the available forms, and then within that box, scroll down to click on 2002 Form W-4 Employee's Withholding Allowance Certificate. Then click on Review Selected Files. On the next page, click again on this form you have selected. Reading the form requires the software program Acrobat Reader. If you do not already have this form, it may be freely downloaded.
Web Link 3.9 W-4 Calculator
Web Link 3.10 Paying Estimated Taxes (Form 1040ES)
Click on Forms and Instructions. Scroll down to the box that contains all of the available forms, and then within that box, scroll down to click on 2002 Form 1040ES Estimated Tax for Individuals. Then click on Review Selected Files. On the next page, click again on this form you have selected. Reading the form requires the software program Acrobat Reader. If you do not already have this form, it may be freely downloaded.
Web Link 3.11 Comparison tax returns
Web Link 3.12 Do you need to file a return?
Web Link (WSJ) 3.13 Do you need to file a return?
Note: The Wall Street Journal site is no longer available
Web Link 3.14 Form 1040A and its instructions
Scroll down to the box that contains all of the available forms, and then within that box, scroll down to click on 2002 Form1040A. Then click on Review Selected Files. On the next page, click again on this form you have selected. Reading the form requires the software program Acrobat Reader. If you do not already have this form, it may be freely downloaded.
Web Link 3.15 Form 1040EZ and its instructions
Scroll down to the box that contains all of the available forms, and then within that box, scroll down to click on 2002 Form1040EZ. Then click on Review Selected Files. On the next page, click again on this form you have selected. Reading the form requires the software program Acrobat Reader. If you do not already have this form, it may be freely downloaded.
Web Link 3.16 Which Form 1040 should you use?
Web Link 3.17 Other sites providing federal tax worksheet or selling software over the internet, and some providing online filing opportunities
Web Link 3.18 [No links currently available]
Web Link 3.19 Links to commercial tax preparation firms
Click onFind an accountant, then enter a location, next click on Legal and Financial, and finally on Taxes.
Click on U.S. Search, and then enter your state and area code.
Web Link 3.20[Not listed in book]
Web Link 3.21 Schedule D of Form 1040
Enter Form 1040 (Schedule D) under Search Forms and Publications for: , click on GO, and then scroll down and click on 2002 Form 1040 (Schedule D)
Click on Form 1040, Schedule D
Web Link (WSJ) 3.22 Information on Capital Gains and Losses
Wall Street Journal
Click on A Capital Gains Worksheet and Guide
Web Link 3.23 IRS information on Selling your main residence
Publication 523, “Selling your home”
Web Link 3.24 State tax forms
This site has most, but not all, states.
Web Link 3.25 Basics of state taxation
Web Link 3.26 Information on tax audits
Web Link 3.27 Appealing an IRS audit
Click on Audits and Appeals
Web Link 3.28 Tips for reducing your income taxes
Web Link 3.29 [Link no longer used in book]
Web Link 3.30Publication 17
Web Link 3.31 Tax Code in its entirety
Web Link (WSJ) 3.32 Recent articles on personal taxation
Wall Street Journal
Web Link 3.33 State sales tax rates
Web Link 3.34 Miscellaneous Sites
Provides all the deadlines for various tax returns.
Provides recent news stories involving taxes.
Information on some of the latest publications available covering taxes.
Current topics in taxation
Web Link 3.35 Pointer sites for taxation
Scroll down to the topic of Taxes.
Includes pointers to the following categories: All-Purpose Sites, Getting Help Filing, Filing Online, State Taxes, Organizations, News, Discussion Groups, Government, Learning, Link Lists
For updates of specific figures used in taxation that change each year.
Provides links to tables with specific numbers that change or could change every year.
Web Link 3.36 Glossaries
Web Link 3.37 FAQs
For Web Links 3.38 through 3.42 - use the WSJ Links links in the menu.
Web Link 3.43 Information that has changed since the book was written, new information that pertains to the topic, new web sites pertaining to this chapter:
Wall Street Journal Resources:
What's Your Average Tax Rate?
What's Your Marginal Tax Rate?