TaxPrep4Free.org Resources for Volunteer Tax Preparers

This is for TY2019
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IRS Links

Internal Revenue Service Home page

IRS Tools page (interactive forms, calculators, etc.)
Interactive Tax Assistant (e.g. Do I need to file?, Filing status, Dependency)
First Time Homebuyer Credit Account Look-up tool Upd
Where's My Refund?
Find a Location for Free Tax Prep (or 1-800-906-9887)
Directory of Federal Tax Return Preparers with Credentials and Select Qualifications (find a paid preparer) Upd
IRS Withholding Calculator (Filling out W-4)
IRS Tax Map Search IRS Products by Topic
IRS Forms and Publications
Pub 4012 Upd (Note: Tax-Aide volunteers should use the NTTC version)
1040 Instructions Upd
Pub 17 Upd
Sales Tax Deduction Calculator (calculate Sales Tax Deduction for prior years) Upd
Sch C Business Codes

NAICS Search Tool

Donations

Schools that qualify for education credits

SSA Links

Social Security

my Social Security (including online access to Replacement SSA-1099s)
New or Replacement Social Security Number and Card Upd

ACA Links

From IRS

Form 8965 Instructions *TY2018* Upd
Form 8962 Instructions Upd

From CBPP (Center on Budget and Policy Priorities)

ACA Exemptions Related to Income Tool (good for Affordability)

From HHS

Tax Tools page
Use this to look up Lowest Cost Bronze Plan (LCBP) and Second Lowest Cost Silver Plan (SLCSP) for evaluating Affordability Exemption Upd

From Jeff Bogart

Affordability Calculator Upd

NJ Division of Tax Links

New Jersey Division of Taxation

Online Inquiry for Homestead Rebate
Online Inquiry for PTR
NJ Form 1099-G Inquiry (Refund)
NJ Form 1099-G Inquiry (Unemployment)
Income Tax Refund Information (Refund Status query and Undeliverable Refund search)
Claiming and Documenting the Income Tax Exemption for Veterans
NJ Municipality Code Lookup

Upd

Income Tax Information Upd
NJ Gross Income Tax Forms (NJ-1040 etc)
NJ-1040 Instructions Upd
Line 52 Instructions Upd
NJ-1040-HW Upd (Homestead Benefit and Wounded Warrior)
NJ Gross Income Tax Publications (GIT-5 etc)
Fed/State Electronic Filing Program - NJ 1040
NJ WebFile (Useful for 1040-H)
Property Tax Reimbursement (Senior Freeze) Program
NJ Property Tax Search (find Block, Lot, Qualifier)
- NJ Property Tax List Search (Data may be old)
- Tool from NJ Transparency Center
- Tool from Monmouth - Assessment Records Search
NJ-HCC / SRP Exemption Application Upd

TaxSlayer Links

www.TaxSlayer.com

TaxSlayer Springboard
TaxSlayer Practice Lab
TaxSlayer Pro VITA-Blog (Updates specifically for VITA/TCE)

Tax-Aide Links

AARP Foundation Tax-Aide

AARP Tax-Aide Volunteer Portal (login required)
Find an AARP Tax-Aide site (or 1-888-227-7669)

References

Work Aids

*TY2019*
NJ Special Handling *TY2018* *Draft* Upd (NJ specific TaxSlayer techniques)
NJ Checklist *TY2019* *Draft* Upd (Form to record NJ items during interview & preparation) (see also: NJ Checklist Job Aid *TY2019* *Draft* Upd )
NJ HCC / SRP Worksheet *Draft* Upd (Form to record NJ-HCC / SRP info)
PTR Income Worksheet Sources *Draft* Upd (Where to find info for PTR Income Sheet)
(See also NJ PTR Categories Tool under NJ Preparer Tools below)

Special Topics

Cancellation of Debt - Credit Card Upd
First Time Homebuyer Credit - Repayment Upd
Lump Sum Social Security Payments Upd
Sale of a Main Home Upd
Rent or Royalties on 1099-MISC Upd
IRA Non-Deductible Contributions and Distributions Upd
NJ Resident with PA Withholding *2018* Upd
NJ Resident with NY Income *Draft* Upd
Form 8453 Instructions Upd
Screening for Potential Casualty Loss Deduction Upd
Health Savings Accounts Upd
NJ Resident with Philadelphia Wage Tax Upd
Long Term Care Payments 1099-LTC Upd
Required Minimum Distribution (RMD) Waiver of Additional Tax Upd
Determining if a Property Qualifies for NJ Property Tax Deduction or Credit Upd
Handling Estimated Tax Penalty (Form 2210) in TaxSlayer Upd
Roth IRAs Code J or T Not Taxable Upd
Power of Attorney Upd
Conversion from Traditional to Roth IRA Upd
Calculating the Medical Deduction for TP with Premium Tax Credit Upd
Ride Share Upd
Paper Filing Instructions for Preparers Upd
Paper Filing Instructions for Taxpayers Upd
Amended Returns *Draft* Upd
Federal 1040X TSO Screens *Draft* Upd
NJ 1040X TSO Screens *Draft* Upd
Non-Business Energy Property Credit *Draft* Upd
NJ Health Insurance Mandate Income-Related Exemptions *Draft* Upd

NJ Preparer Tools page

Scratch Pads Upd
NJ Municipality Code Lookup Upd
NJ IRA (403b/457b/TSP) Upd
NJ Use Tax Upd
NJ Tax Refund Upd
NJ Sales Tax Upd
NJ PTR Categories Tool Upd
Qualifying Child / Qualifying Relative Flowchart Tool Upd
NJ Health Insurance Mandate Income-Related Exemption Tester Upd (see related instructions Upd)

Jeff Bogart's toolbox

Annuity Calculator (for Simplified General Rule)
Refund Calculator (How much of your State Income Tax refund and/or Sch A Recovery is taxable)
Dependent Calculator (yet another way to figure out what can be claimed for a dependent)
Education Calculator (AOC vs LL vs Tuition adj.)
Estimated Tax Worksheet (Estimate taxes for next year - help when preparing 1040-ES)

Send Comments / Corrections / Suggestions to: Al@TaxPrep4Free.org

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07/17/2020 15:25 • © 2011-2019 Al Hershey

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