SagePoint Financial, Inc.

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Tax Publications

Tax Publications

An overwhelming majority (83%) of U.S. adults believe the federal income tax is somewhat or very complex.1

1 Annual Survey of U.S. Attitudes on Tax and Wealth, Tax Foundation, 2007

You can view or print the most popular IRS publications by simply clicking on the appropriate publication number.

Publication Description
1Your Rights as a Tax Payer
3Armed Forces’ Tax Guide
5Your Appeal Rights and How to Prepare a Protest
If You Don’t Agree
17Your Federal Income Tax (for individuals)
225Farmer’s Tax Guide
334Tax Guide for Small Business
(for individuals who use Schedule C or C-EZ)
463Travel, Entertainment, Gift, and Car Expenses
501Exemptions, Standard Deductions, and Filing Information
502Medical Expenses
503Child and Dependent Care Expenses
590Individual Retirement Arrangements (IRAs)
969Health Savings Accounts and Other Tax-Favored Health Plans

About Us

  • Our Advisors
  • 5 Star Wealth Managers
  • Weekly Market Summaries
  • Climbing the Wall of Worry - July 2010
  • A Case For Equities - May 2010
  • Retirement Center
  • Media Coverage
  • Location
Contact Us

5151 Shoreham Place
Suite 130
San Diego, CA 92122

Phone: (858) 558-2090
Fax: (858) 558-2021

dennis@jdhadvisors.com
Map and Directions

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, GA, HI, IA, IL, IN, KS, MA, ME, MN, MO, NH, NJ, NV, NY, OK, OR, PA, TN, TX, UT, VA, WA, WI.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.