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)

Gold Standards for Intake and Interview (NTTC) 

Gold Standards for Quality Review  (NTTC) 

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

Dependent Qualification Calculator (Colorado Resource Toolbox aka Bogart)

Filing Status (Job Aides 22-BAS, GM)

Dependents (Job Aides 23-BAS, GM)

Determining Support Worksheet (Pub 4012 tab C-7) (W)

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

Marriage Tax Calculator - MFJ v MS (calculator.net)

Tri-fold Tool – Case Study (2019 Training Presentation, BH)

Historical Stock Prices (bigcharts.marketwatch.com)

Other 1099 Forms (Job Aides 35-INC, GM)

 How to get your 1099-G Online - Unemployment (NYS) - instructions; logon/account required

 How to get your 1099-G - Tax Refund (NYS) - if the security code is not displayed enter anything, a new code will be displayed; no logon or account required

Election Workers (NTTC)

Form 1099-K (3rd Party) Payments (NTTC)

Medicaid Waiver Payments (NTTC)

Strike Benefits (NTTC)

👍TSO - Available Carryforward Items (VITA-TCE Blog as of 1-13-25)

Federal Entries (Job Aides 90-TSO, GM)

Education Credits Worksheet (NTTC)

Education Credits-Deductions (Job Aides 62-CR, GM)

Form 8863 - Education Credits - Instructions (IRS)

Education Benefits Calculator (Colorado Resource Toolbox aka Bogart)

EITC (Earned Income Tax Credit) Graph (NTTC)

Earned Income Credit (Job Aides 61-CR, GM)

Child and Dependent Credits (Job Aides 60-CR, GM)

📂  2022 Federal Reference Materials

📂  2021 Federal Reference Materials

📂  2020 Federal Reference Materials

Pub 4012 - VITA/TCE Resource Guide - 2022 (NTTC)

Pub 4012 - VITA/TCE Resource Guide - 2021 (NTTC)

Pub 4012 - VITA/TCE Resource Guide - 2020 (NTTC)

Pub 4012 - VITA/TCE Resource Guide - 2019 (NTTC)

Pub 4012 - VITA/TCE Resource Guide - 2018 (NTTC)

🛠️ Colorado Resource Toolbox (Bogart) 

Julie's Quick Refs (JAW)