TaxPrep4Free.org Resources for Volunteer Tax Preparers

This is for TY2018
Click for: TY2017 TY2019

Student Preparer • DC LC TRC/INS TC/ERO AC CC

My Home Page:

Home » Preparer Page

• Flag if new:

Preparer Page

Hint: Use Ctrl-F in Internet Explorer to search on this page

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
1040 Instructions Upd
Pub 17 *TY2017* Upd
Sales Tax Deduction Calculator (calculate Sales Tax Deduction for prior years) Upd
Sch C Business Codes

Sch C Business Codes (from 1040 Instructions) *TY2017* Upd
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 Upd
Form 8962 Instructions Upd

From CBPP (Center on Budget and Policy Priorities)

ACA Exemptions Related to Income Tool (good for Affordability)

From HHS

TY2016/TY2015 Tax Tools page
Use this to look up Lowest Cost Bronze Plan (LCBP) and Second Lowest Cost Bronze 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
NJ-1040-HW Upd (Homestead Benefit and Wounded Warrior)
NJ-1040 Schedules etc. Upd (NJ-COJ, NJ-DOP, NJ-BUS1, NJ-BUS2, NJ-WWC, ST-18, NJ-2450)
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

TaxSlayer Links

www.TaxSlayer.com

TaxSlayer Springboard
TaxSlayer Practice Lab
TaxSlayer Pro VITA-Blog (Updates specifically for VITA/TCE)
TaxSlayer Help Desk Support *TY2017* Upd

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

NJ Special Handling *TY2017* *Draft* Upd (NJ specific TaxSlayer techniques)
NJ Checklist *TY2017* *Draft* Upd (Form to record NJ items during interview & preparation) (see also: NJ Checklist Job Aid)
PTR Income Worksheet Sources
TY2017 Upd TY2018 Upd
(See also NJ PTR Categories Tool *TY2017* Upd )

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 *2017* Upd
NJ Resident with NY Income *Draft* *TY2016* Upd
Form 8453 Instructions Upd
Health Savings Accounts Upd
NJ Resident with Philadelphia Wage Tax *2017* 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

Preparer Tools page All *TY2017*

Scratch Pads Upd
NJ Municipality Code Lookup Upd
NJ IRA (403b/457b/TSP) Upd
NJ Use Tax Upd
State Tax Refund *TY2018* Upd
NJ Sales Tax *TY2018* Upd
NJ PTR Categories Tool *TY2016* Upd
Qualifying Child / Qualifying Relative Flowchart Tool Upd

CBPP - Health Care Beyong the Basics

ACA Exemptions Related to Income Tool (good for Affordability)

Jeff Bogart's toolbox

Annuity Calculator (for Simplified General Rule)
Affordability Calculator (ACA Affordability) (Be sure to check out the Tutorial button in upper left corner)
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)

requires AARP Portal access

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

Site Info
About

Other
Subscribe Updated Resources

Other Volunteer Sites
NJ: Burlington Middlesex Monmouth Morris Union • Other: CO FL1-D18 NC

Site Map | Terms of Use | Privacy Policy | Contact Us | | Test Site | | Prior Year Archive Site |

08/10/2019 16:17 • © 2011-2018 Al Hershey

TaxPrep4Free.org is not affiliated with AARP Foundation Tax-Aide, the IRS, or the IRS sponsored VITA / TCE programs