Tax-Aide Volunteers

NYS Favorites

NYS DTF - Tax Professional Hotline - 518-457-5451

IT-201 NY Resident Return Form (NYS)

IT-201 & IT-203 Forms and Instructions (NYS)

TP-301 - Volunteer Income Tax Worksheet aka NY Intake Interview (NYS)

Code Reference Lists

👍NY State W2 Box 14 Codes and Actions Required - includes info re NYC-1127

Westchester School District Codes (NYS)

Pub 718 - New York State Sales and Use Tax Rates by Jurisdiction (NYS)

ZIP Code Look Up (USPS)

👍 NY Volunteer Resource Guides

👍New York Volunteer Preparers Resource Center (NYS)

Guide to NY State Returns (2025) (GM)

👍Pub NYS4012 - TY2025 Tax Returns Using TaxSlayer (compliments of NY4) - needs update

👏NYS screen-by-screen VRG (JAW) - needs update

📹Check out the NYS Tax Dept YouTube Channel video

TaxHelper (Sam Kaplan, NY4) - needs update

sign on using id=volunteer; pwd=Taxhelp4us

Resources for Tax Payers

❓Do I need to file a return? (NYS)

NY DTF Resources for Tax Payers (NYS)

includes info re Installment Payment Plans, Identity Theft and NYS Taxpayer Rights Advocate

NY Telephone assistance (NYS)

Report Identity Theft (NYS)

Identity Theft Declaration form DTF-275 aka NYS IP PIN request (NYS)

Office of the Taxpayer Rights Advocate (NYS)

provides help resolving a tax issue with the NYS Department of Taxation and Finance

Tools for Tax Payers

👍NY Income Tax Filing Resource Center for individuals (NYS)

Featured services

NYS e-file options for personal income tax (NYS)

Free Interpretation Services (NYS DTFS)

The NYS Tax Department offers free interpretation services. For assistance call 518-453-8137.

👍How to get your 1099-G (NYS)

if the security code is not displayed enter anything, a new code will be displayed; no logon or account required

Penalty and Interest Calculator (NYS)

if the security code is not displayed enter anything, a new code will be displayed; no logon or account required

Filing Addresses/Letters

🚩 Addresses for Mailing Federal & NYS Returns (IRS, NYS) - needs review

🚩Instructions for Mailing Your Tax Return (TO)

instructions to be given to taxpayers who have paper returns that they have to mail

Potential Identity Theft Letter (NTTC)

to be given to the taxpayer when we are unable to efile their return

NYS Tax Law Forms and Changes

NYS Current Year Forms by Tax Type (NYS)

includes links to past year form, tax law changes, etc.

Document Source Legend - TA = Tax-Aide NTTC = Red Folder/NTTC Training & Tax Law NTSC = Blue Folder/NTSC Technology Folder IRS = Internal Revenue Service SSA = Social Security Admin

Legend cont'd - TS = TaxSlayer NYS = NY State CT = Connecticut NJ = New Jersey

Legend cont'd - W=Westchester GM=George Morrow LC=Loretta Crew BH=Ben HunterJAW=Julie Woodward

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