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Quickfinder Updates

The Updates page provides information supplementing that in the Quickfinder Handbooks. Updates are arranged by publication, or by development type for broader developments that may impact multiple publications (such as tax legislation or late-breaking developments impacting 2018 returns). We invite you to visit this page regularly to view the most recent updates. For continued coverage of tax developments throughout the year, we recommend the Quickfinder Tax Tips Newsletter.

1040 Quickfinder Handbook (2018 Tax Year)

  • [1/11/19] Quick Facts Data Sheet (Page 3-1)
    • The IRS has released the 2019 inflation-adjusted amounts, which were not available at the time of publication. Click here for the updated Quick Facts Data Sheet.

      Binder/loose-leaf handbook owners: If you purchased the 3-ring binder/loose-leaf version of the handbook and have access to a duplex (two-sided) printer, click here for the replacement pages for your handbook.
  • [1/11/19] 2018 State and Local Sales Tax Deduction (Page 3-13)
    • The IRS has released the state and local sales tax deduction worksheet and the accompanying tables for computing the deduction, which were not available at the time of publication. For the worksheet and tables, click here.
  • [1/11/19] Where to File Form 1040-ES for 2019 (Page 3-14)
    • The IRS has released filing addresses for Form 1040-ES for 2019, which were not available at the time of publication. Click here for the filing addresses.

      Binder/loose-leaf handbook owners: If you purchased the 3-ring binder/loose-leaf version of the handbook and have access to a duplex (two-sided) printer, click here for the replacement page for your handbook.

All States Quickfinder Handbook (2018 Tax Year)

  • Updates coming soon…

Depreciation Quickfinder Handbook (2018 Tax Year)

  • Updates coming soon…

Health Care Reform Quickfinder Handbook (2019 Edition)

  • [1/16/19] Final 2018 Form 8965 Instructions, Extended Deadlines for Forms 1095-B and 1095-C
    • New IRS guidance, including changes to the Form 8965 instructions, were released after the publication of the Handbook. Therefore, a packet containing “marked-up” redline changes to the affected pages in your handbook are available. Click here for the packet.

Individuals—Special Tax Situations Quickfinder Handbook (2018 Tax Year)

  • Updates coming soon…

Premium Quickfinder Handbook (2018 Tax Year)

  • [1/11/19] Quick Facts Data Sheet (Page 3-1)
    • The IRS has released the 2019 inflation-adjusted amounts, which were not available at the time of publication. Click here for the updated Quick Facts Data Sheet.

      Binder/loose-leaf handbook owners: If you purchased the 3-ring binder/loose-leaf version of the handbook and have access to a duplex (two-sided) printer, click here for the replacement pages for your handbook.
  • [1/11/19] 2018 State and Local Sales Tax Deduction (Page 3-13)
    • The IRS has released the state and local sales tax deduction worksheet and the accompanying tables for computing the deduction, which were not available at the time of publication. For the worksheet and tables, click here.
  • [1/11/19] Where to File Form 1040-ES for 2019 (Page 3-14)
    • The IRS has released filing addresses for Form 1040-ES for 2019, which were not available at the time of publication. Click here for the filing addresses.

      Binder/loose-leaf handbook owners: If you purchased the 3-ring binder/loose-leaf version of the handbook and have access to a duplex (two-sided) printer, click here for the replacement page for your handbook.

Quickfinder Annual Tax Update (2018 Edition)

  • Updates coming soon…

Quickfinder Tax Tables for Business Returns (2018 Tax Year)

  • Updates coming soon…

Quickfinder Tax Tables for Individual Returns (2018 Tax Year)

  • Updates coming soon…

Small Business Quickfinder Handbook (2018 Tax Year)

  • Updates coming soon…

Tax Legislation

  • Updates coming soon…

Tax Planning for Individuals Quickfinder Handbook (2018 Edition)

  • [5/2/18] 2018 Health Savings Account (HSA) Contribution for Family Coverage (Front cover, pages 1-2, 4-24 and 4-25)
    • Following the Tax Cuts and Jobs Act (TCJA), the 2018 maximum deductible HSA contribution for taxpayers with family coverage was reduced from the previously-announced $6,900 to $6,850, due to a change in the way inflation-adjustments are now computed. In Rev. Proc. 2018-27, however, the IRS announced that for 2018 taxpayers may use the $6,900 amount previously announced. The Revenue Procedure also instructs taxpayers on how to treat a prior distribution based on the $6,850 deduction limit as a mistake and repay the HSA without any tax or reporting consequences, and clarifies how to treat a distribution of an excess contribution (and earnings) based on the $6,850 deduction limit. Click on the following link for the text of Rev. Proc. 2018-27.
  • [5/2/18] 2018 Vehicle Depreciation Limits and Lease Income Inclusion Table (Pages 4-5, 4-6 and 4-7)
    • The IRS released the Section 280F depreciation deduction limits for owners of passenger automobiles first placed in service during 2018; and lease inclusion amounts for lessees of passenger autos first leased in 2018. The depreciation limit for passenger automobiles acquired after September 27, 2017 and placed in service during 2018 is $10,000 for the first year or $18,000 with bonus depreciation. For passenger automobiles acquired before September 28, 2017 and placed in service during calendar year 2018, the depreciation limit for the first year is $16,400 with bonus depreciation or $10,000 without bonus depreciation. For 2018, the term “passenger automobiles” includes trucks and vans. Click on the following link for the text of Rev. Proc. 2018-25.

Late-breaking Developments Impacting 2018 Returns*

*Developments occurring after publication of handbooks but impacting 2018 returns

  • Updates coming soon…