Welcome to ElderCare Online's Tax Planning Assistant 2000

Introduction

ElderCare Online's Tax Planning Assistant™ contains a collection of useful forms, instructions, publications, tips and links to help you research and file your 2000 taxes. The Taxpayer Help and Education tax tips are provided directly from the U.S. Internal Revenue Service. Please note that the downloadable documents may not be valid for any other tax years. Documents for previous tax years are also available (see below).

The forms, instructions, publications and tax topics included in this collection may not necessarily be all of the documents that you need for completing your tax return. Check with your legal or financial advisor to make sure that you file all of the appropriate forms. If a form is included in the TaxPak00, it does not mean that you must file that form.

Important Legal Information

The information presented in the ElderCare TaxPak00 (i.e., TaxPak00.zip) and the Tax Planning Assistant should not be construed as tax, investment, financial, accounting or legal advice. It is intended for educational purposes only. ElderCare Online does not process tax returns or provide advice or guidance with selecting, completing or filing such forms. All disclaimers and limitations to liability included on the ElderCare Online site also apply to this interactice assistant and its contents.

Software Requirements

In order to open the zipped file (i.e., TaxPak00.zip), you must have access to WinZip software. WinZip is available for free on the Internet at http://www.zdnet.com. In order to open, view and print the tax forms, instructions and publications, you must have access to Adobe Acrobat Reader. Adobe Acrobat Reader is available for free from the company’s website at http://www.adobe.com. Links to both software programs are available from ElderCare Online’s Computer HelpZone.

US Federal Downloads for Tax Year 2000

FORMS

f56 Notice Concerning Fiduciary Relationship
f706 U.S. Estate (and Generation Skipping Transfer) Tax Return
f706a U.S. Additional Estate Tax Return
f1040sr Credit for the Elderly or Disabled
f1310 Statement of Person Claiming Refund Due a Deceased Taxpayer
f2120 Multiple Support Declaration
f2848 Power of Attorney and Declaration of Representative
f4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
f8821 Tax Information Authorization
f8853 Medical Savings Accounts and Long-Term Care Insurance Contracts
fw10 Dependent Care Provider’s Identification and Certification

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INSTRUCTIONS

i706 Instructions for Form 706 U.S. Estate (and Generation Skipping Transfer) Tax Return
i706a Instructions for Form 706a U.S. Additional Estate Tax Return
i1040sr Credit for the Elderly or the Disabled
i2848 Instructions for Form 2848 Power of Attorney and Declaration of Representative
i8853 Instructions for Form 8853 Medical Savings Accounts and Long-Term Care Insurance Contracts

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PUBLICATIONS

p15 Employers’ Tax Guide
p15a Employers’ Supplemental Tax Guide
p502 Medical and Dental Expenses
p503 Child and Dependent Care Expenses
p524 Credit for the Elderly and Disabled
p525 Taxable and Non-Taxable Income
p544 Sales and Other Dispositions of Assets
p554 Older Americans’ Tax Guide
p947 Practice Before the IRS and Power of Attorney
p950 Introduction to Estate and Gift Taxes

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TAX TOPICS

Taxpayer Help and Education for 2000 (from the IRS)

t101 IRS Services Volunteer Tax Assistance, Toll-Free Telephone, Walk-In Assistance, and Outreach Programs
t254 How To Choose A Tax Preparer
t303 Checklist of Common Errors When Preparing Your Tax Return
t311 Power of Attorney Information
t354 Dependents
t356 Decedents
t502 Medical and Dental Expenses
t602 Child and Dependent Care Credit
t603 Credit for the Elderly or the Disabled
t756 Employment Taxes for Household Employees

US State Tax Links

Our Neighborhood Network includes links to federal, state and local resources for elder caregivers, including local taxpayer assistance programs, insurance counseling programs and state tax agencies. We do not have all states up and running yet, so go to Yahoo!'s Y! Tax Center if your state is not listed.

Click here for the IRS's Taxpayer Advocate Service.

Click here for a directory of State Tax Forms.

US Federal Documents for Previous Tax Years

TaxPak99™ for Tax Year 1999

Read Me First!

Forms Instructions Publications Tax Issues
TaxPak99 Download Forms Now! Download Forms Now! Download Forms Now! Read Me Now!

TaxPak98™ for Tax Year 1998

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Forms Instructions Publications Tax Issues
TaxPak98 Download Forms Now! Download Forms Now! Download Forms Now! Read Me Now!

TaxPak97™ for Tax Year 1997

Read Me First!

Forms Instructions Publications
TaxPak97™ Download Forms Now! Download Instructions Now! Download Publications Now!

Additional Resources

ElderCare Online's Legal & Financial Matters Channel
Financial Caregiving Article
Yahoo!'s Y! Tax Center

U.S. Federal Internal Revenue Service
Amazon.com's Tax Center

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