Federal Tax Law & Tools by Topic

13614-C Intake booklet – English (NTTC, fillable)

13614-C Intake booklet – Spanish (NTTC, fillable)

13614-NR Nonresident Alien Intake and Interview (IRS) - check for updates

Gold Standards for Intake and Interview (NTTC) 

Gold Standards for Quality Review  (NTTC) 

👍   Qualifying Child or Relative Resource Tool (NTTC, trifold) 

Determination of Filing Status - Decision Tree (4012 B-13)

Rules for Claiming a Dependent (4012 C-3)

Resident vs. Non-Resident for U.S. Tax Purposes (4012 L-3)

Dependent Qualification Calculator (Colorado Resource Toolbox aka Bogart)

Filing Status (Job Aides 22-BAS, GM)

Dependents (Job Aides 23-BAS, GM)

Estimated Tax Worksheet - MFJ v MFS (Colorado Resource Toolbox aka Bogart)

Health Savings Accounts (HSA) (Job Aides 40-ADJ, GM)

IRA Contributions-Distributions (Job Aides 41-ADJ, GM)

👍NYS TY25 Itemized Deductions Worksheet (NY4, S Kaplan) - needs update

👍Itemized Deduction Worksheet  (NTTC) 

Sales Tax Deduction Using TSO Calculator (LC)

Sales Tax Deduction Worksheet  (Colorado Resource Toolbox aka Bogart)

IRS Sales Tax Deduction Calculator (IRS)

Goodwill Donations Valuation Guide (Goodwill.org)

Salvation Army Donations Valuation Guide (Satruck.org)

Casualty Loss  Screening Tool (NTTC)

Form 1040-ES Payment Calculator Now Available (TSO Blog 6/12/24)

Should I file an amended return? (IRS)

Amending a Federal Return (Job Aide 95a-TSO, GM)