Federal Favorites

👍  Form W-2 Box 12 Codes (TS)

Form W-2 Box 12 Code Descriptions (Job Aide 30-INC, GM)

Employer Identification Number (EIN) Search

👍Form W-2 Box 14 Codes (Job Aides 31-INC, GM)

👍  Form 1099-R Box 7 Codes (TS)

Form 1099-R Codes and Special Cases (Job Aides 33-INC, GM)

ZIP Code Look Up (USPS)

Pension Exculsion Calculator (Colorado Resource Toolbox aka Bogart)

IRS Sales Tax Deduction Calculator (IRS)

Tax Deduction Worksheet (Colorado Resource Toolbox aka Bogart) - for use with IRS Sales Tax Calculator

RMD Calculator  (Investor.gov)

👍Make a payment  (IRS) - 

IRS discourages mailing tax payments. Taxpayers can use Direct Pay on IRS.gov to make a payment, or set up payments in advance at IRS.gov/payments. There is no fee for either of these when using a bank account. Please urge your taxpayers to provide direct debit information.

👍Tips on Electronic Payment Options Available to Taxpayers as the IRS Phases Out Paper Checks 

Where's My Refund? (IRS)

Who should file a return? (IRS)

👍IRS Online Account (IRS)

How can I replace my 1099-SSA? (IRS)

PIN Info

What to do if your tax return is rejected because it is missing a PIN (NTTC)

Get An Identity Protection PIN as a proactive step to protect yourself from tax-related identity theft  (IP PIN) (IRS)

Identity Theft Declaration aka NYS IP PIN request  (NYS) 🆕

Retrieve Your Identity Protection PIN (IP PIN) (IRS)

Taxpayer Advocate Service (TAS) -(IRS)

TAS is an independent organization within the IRS. They work to ensure that every taxpayer is treated fairly and that they know and understand their rights. Our advocates can help if you have tax problems that you can’t resolve on your own. 

Low Income Taxpayer Clinics (LITC) assist low-income individuals who have a tax dispute with the IRS, and provide education and outreach to individuals who speak English as a second language (ESL). 

IRS Taxpayer Assistance Center (TAC) in White Plains (LC)

Checking Amended Return Status (IRS)

IRS Volunteer Income Tax Assistance (VITA)  Locator (IRS)

NTTC Useful Tax Prep Links

📂  AARP Portal Library "Red" Tax Law Folder (NTTC)  

 AARP Technology Library Table of Contents - with links (NTSC)    

📂  AARP Portal Library "Blue" Technology Folder (NTSC)    

👍Itemized Deductions Worksheet - NY (NY4, S Kaplan) 

TP-301 NYS Income Tax Worksheet  for the Volunteer Income Tax Assistance Program lists additional info not required for federal return

👍Itemized Deduction Worksheet  (NTTC) 

Self-Employed (Schedule C) Worksheet (NTTC)   

Education Credits Worksheet (NTTC)

Qualified Tip Deduction Worksheet for Employees (NTTC)

Qualified Tip Deduction Worksheet for Self-Employed (NTTC)

Qualified Overtime Deduction Worksheet (NTTC)