About ...

This is a collection of resources I've developed to assist me and others with our volunteer work at VITA and AARP Foundation Tax-Aide. This includes shortcuts primarily to IRS publications, form instructions, and a few other resources. Most items will open in a separate window or tab. Some items may download and you will have to open them with a separate step.

The layout of the boxes may not be that pretty on a desktop but on a cellphone the boxes appear in a single column. If you use a separate browser window for this page you can also resize it so that boxes appear in a single column and position it to one side of the screen for quick reference.

Entering a number or phrase in the Filter box, you can show only those items with that item being referenced.

Entering a number or phrase in the Highlight box will highlight that word on the page.

Some items include tips. Mouse over or touch the tip icon to see a brief tip or summary.

This is a work in progress .. just step over the empty boxes.

Basic Reference

Quick Reference
W2 Box 12 Codes See Reference Guide in Form W2 Instructions Quick Pick
A Uncollected social security or RRTA tax on tips
B Uncollected Medicare tax on tips (but not Additional Medicare Tax)
C Taxable cost of group-term life insurance over $50,000
D Elective deferrals under a section 401(k) cash or deferred arrangement plan (including a SIMPLE 401(k) arrangement)
E Elective deferrals under a section 403(b) salary reduction agreement
F Elective deferrals under a section 408(k)(6) salary reduction SEP
G Elective deferrals and employer contributions to a section 457(b) deferred compensation plan
H Elective deferrals to a section 501(c)(18)(D) tax-exempt organization plan
J Nontaxable sick pay
K 20% excise tax on excess golden parachute payments
L Substantiated employee business expense reimbursements 
M Uncollected social security or RRTA tax on taxable cost of group-term life insurance over $50,000
N Uncollected Medicare tax on taxable cost of group-term life insurance over $50,000 
P Excludable moving expense reimbursements paid directly to employee
Q Nontaxable combat pay (Military Only)
R Out of Scope
S Employee salary reduction contributions under a section 408(p) SIMPLE plan
T Out of Scope
V Income from exercise of nonstatutory stock option(s)
W Employer contributions to an employee's health savings account (HSA only)
Y Deferrals under a section 409A nonqualifieddeferred compensation plan 
Z Income under a nonqualified deferred compensation plan that fails to satisfy section 409A
AA Designated Roth contributions under a section 401(k) plan
BB Designated Roth contributions under a section 403(b) plan
DD Cost of employer-sponsored health coverage
EE Designated Roth contributions under a governmental section 457(b) plan
1099-R Box 7 Codes See Guide to Distribution Codes in Form 1099-R Instructions Quick Pick
1Early distribution, no known exception. 
2Early distribution, exception applies. 
3Disability. 
4Death. 
6Section 1035 exchange. 
7Normal distribution.
BDesignated Roth account distribution.
DCertain annuity payments from nonqualified annuities and distributions from life insurance contracts.
FCharitable gift annuity.
GDirect rollover and direct payment.
HDirect rollover of a designated Roth account distribution to a Roth IRA.
JEarly distribution from a Roth IRA.
LLoans treated as deemed distributions under section 72(p).
QQualified distribution from a Roth IRA.
SEarly distribution from a SIMPLE IRA in the first 2 years, no known exception.
TRoth IRA distribution, exception applies.
WCharges or payments for purchasing qualified long-term care insurance contracts under combined arrangements.
-Codes 5, 8, 9, A, E, K, N, P, R & U are out of scope
Early Distribution Penalty Exception Codes See Form 5329 Instructions
 No.   Exception 
01 Qualified retirement plan distributions (does not apply to IRAs) received after separation from service when the separation from service occurs at age 55 (age 50 for qualified public safety employees) or later. 
02 Distributions made as part of a series of substantially equal periodic payments (SEPP). 
03 Distributions due to total and permanent disability.
04 Distributions due to death. 
05 Qualified retirement plan distributions up to the amount you paid for unreimbursed medical expenses during the year minus 10% (or 7.5%) of AGI. 
06 Qualified retirement plan distributions made to an alternate payee under a qualified domestic relations order (does not apply to IRAs). 
07 IRA distributions made to certain unemployed individuals for health insurance premiums. 
08 IRA distributions made for qualified higher education expenses. 
09 IRA distributions of a "first-time homebuyer", up to $10,000. 
10 Qualified retirement plan distributions made due to an IRS levy. 
11 Qualified distributions to reservists while serving on active duty for at least 180 days.  
12 Other (see Other in Form 5329 instructions). Also, enter this code if more than one exception applies. 
Capital Gain Codes (column f and g) See How To Complete Form 8949 in Form 8949 Instructions

Do not enter codes on Form 8949. Codes entered in Cap Gain Wkt will carry over to Form 8949. Codes N, Q, X, R, S, and C are out of scope.

ACA Exemptions See Exemption Table in Form 8965 Instructions or 4012 ACA-6 Quick Pick
ACoverage Unaffordable
BShort-term coverage gap
CCertain Non-citizens
DHealthcare Sharing Ministry
EMember of Indian Tribe
FIncarceration
GBelow 138% of Poverty
-Below filing threshold
Poverty Levels See Federal Poverty Lines in Publication 4012 ACA-13 2014 Poverty Lines for the 48 Contiguous States and the District of Columbia
For families/households with more than 8 persons, add $4,060 for each additional person (100% Poverty Line)
Persons in family 138% Poverty Line
1 $16,105
2 $21,707
3 $27,310
4 $32,913
5 $38,516
6 $44,119
7 $49,721
8 $55,324
 

Tax Documents

(Where to enter stuff)

Common Documents
Document TaxWise Online
W2 W2
Form 1099-MISC (Box 1 Rent) Link 1099-MISC to Schedule E (Limited Scope)
Form 1099-MISC (Box 2 Royalties) - Oil and Gas Interests Link 1099-MISC to Schedule E
Form 1099-MISC (Box 2 Royalties) - Books and Intangibles Link 1099-MISC to Schedule C for active business, or Schedule E
Form 1099-MISC (Box 3 Other Income) Link 1099-MISC to 1040 Wkt 7
Form 1099-G (Unemployment Compensation) 1099-G
Form 1099-G (State Tax Refund) Answer question on 1040. If yes, link to State Tax
Refund Wkt
W2-G (Gambling Winnings) W2G
Form 1099-MISC (Box 7 NonEmployee Compensation) Self-Employment - Link 1099-MISC to Schedule C, OR
Sporadic or Hobby Income - Link 1099-MISC to 1040 Wkt 7, OR
Incorrectly reported wages - Form 4852 (Substitute W2) and 8919.

• If the amount in this box represents income from a business that is regular and continuous, this is SE income, report it on Schedule C or F, and complete Schedule SE.
• Individuals receive this form instead of Form W-2 because the payer did not consider them employees. If they believe they are an employee and cannot get the payer to correct this form, report the amount from box 7 along with other wages on Form 1040, line 7. You must also complete Form 8919.
• If they are not an employee but the amount in this box is not SE income (for example, it is income from a sporadic activity or a hobby), report it on Form 1040, line 21.

Form SSA-1099 1040 Wkt1
Form 1099-R (Pensions, IRAs) 1099-R
Form 1095-A 8962

Check button on ACA Wkt to create Form 8962

Form 1098-T (Tuition Statement) 8863 (See Education Credits below) When claiming education credits make sure 8863 is fully completed, even if it is not highlighted red in the tree.
Form 1099-DIV (Dividends and Distributions) Link Dividend Statement to Schedule B
Form 1099-INT (Interest Statement) Link Interest Statement to Schedule B
Form 1099-B (Brokerage Statements) Cap Gn Wkt (link from Schedule D)
May contain 1099-DIV, 1099-INT
   
 
All Documents
Document TaxWise Online
CSA 1099-R, Civil Service Annuity Paid 1099-R
CSF 1099-R, Statement of Survivor Annuity Paid 1099-R
Form 1095-A 8962

Check button on ACA Wkt to create Form 8962

Form 1098 (Mortgage Interest) Schedule A

Form 1098 may also show Mortgage Insurance or Real Estate Property Taxes paid

Form 1098-E (Student Loan Interest) 1040 Wkt2
Form 1098-T (Tuition Statement) 8863 (See Education Credits below)
Form 1099-A (Abandonment of Secured Property) Cap Gain Wkt

May indicate Cancellation of Debt that should be reported on 1040 Wkt7

Form 1099-B (Brokerage Statements) Cap Gn Wkt (link from Schedule D)
May contain 1099-DIV, 1099-INT
Form 1099-C (Cancellation of Debt) 1040 Wkt7
Form 1099-DIV (Dividends and Distributions) Link Dividend Statement to Schedule B
Form 1099-G (Unemployment Compensation) 1099-G
Form 1099-G (State Tax Refund) Answer question on 1040. If yes, link to State Tax
Refund Wkt
Form 1099-INT (Interest Statement) Link Interest Statement to Schedule B
Form 1099-K (Payment Settlement) Self-Employment - Schedule C, OR
Rents and Royalties - Schedule E, OR
Sporadic or Hobby Income - Wkt 7
Form 1099-LTC (Long Term Care Benefits) 8853 (page 2)
Form 1099-MISC (Box 1 Rent) Link 1099-MISC to Schedule E (Limited Scope)
Form 1099-MISC (Box 2 Royalties) - Oil and Gas Interests Link 1099-MISC to Schedule E
Form 1099-MISC (Box 2 Royalties) - Books and Intangibles Link 1099-MISC to Schedule C for active business, or Schedule E
Form 1099-MISC (Box 3 Other Income) Link 1099-MISC to 1040 Wkt 7
Form 1099-MISC (Box 7 NonEmployee Compensation) Self-Employment - Link 1099-MISC to Schedule C, OR
Sporadic or Hobby Income - Link 1099-MISC to 1040 Wkt 7, OR
Incorrectly reported wages - Form 4852 (Substitute W2) and 8919.

• If the amount in this box represents income from a business that is regular and continuous, this is SE income, report it on Schedule C or F, and complete Schedule SE.
• Individuals receive this form instead of Form W-2 because the payer did not consider them employees. If they believe they are an employee and cannot get the payer to correct this form, report the amount from box 7 along with other wages on Form 1040, line 7. You must also complete Form 8919.
• If they are not an employee but the amount in this box is not SE income (for example, it is income from a sporadic activity or a hobby), report it on Form 1040, line 21.

Form 1099-OID (Original Issue Discount) Link Interest Statement to Schedule B
Form 1099-Q (Qualified Education Programs) Any taxable amounts are out of scope
Form 1099-QA (ABLE Accounts) Any taxable amounts are out of scope
Form 1099-R (Pensions, IRAs) 1099-R
Form 1099-S (Real Estate Sales) Cap Gain Wkt, OR
Schedule D Wkt2
Form 1099-SA (HSA Distributions) 8889
Form 5498 (IRA Contributions) 8606 added automatically if required
Non-Deductible contributions MUST be reported on Form 8606
May also remind TP to take RMDs when required
Form RRB-1099 (Tier 1 Railroad Benefits) 1040 Wkt1 (see D-26 in Pub 4012)
Form RRB-1099-R (Tier 2 Railroad Benefits) 1099-R (see D-26 in Pub 4012)
See Tier 2 RRB (TaxWise)
 
Schedule K-1 Form 1041 (Estates, Trusts) Report Income on appropriate form (Interest, Dividends, Capital Gains, and Royalties) by linking to K1 E/T
(Note: Forms are not listed as "K-1")
Rent, Other Items are out of scope

May also enter items directly on the form or schedule according to Pub 4012 D-3

K-1 Interest income Select Interest Stmt from Forms Tree or link to Sch B then Interest Stmt
K-1 Dividend income Select Dividend Stmt from Forms Tree or link to Sch B then to Dividend Stmt
K-1 Capital gains or losses Link to Sch D (Line 5 for short-term, Line 12 for longterm) then to scratch pad.
K-1 Royalty income Link to Sch E Line 4
K-1 Tax exempt income Link to Sch B then Interest Stmt
Schedule K-1 Form 1065 (Partnerships) or
Schedule K-1 Form 1120S (S Corporations)
Report Income on appropriate form (Interest, Dividends, Capital Gains, and Royalties) by linking to K1 P/S
(Note: Forms are not listed as "K-1")
Rent, Other Items are out of scope

May also enter items directly on the form or schedule according to Pub 4012 D-3

K-1 Interest income Select Interest Stmt from Forms Tree or link to Sch B then Interest Stmt
K-1 Dividend income Select Dividend Stmt from Forms Tree or link to Sch B then to Dividend Stmt
K-1 Capital gains or losses Link to Sch D (Line 5 for short-term, Line 12 for longterm) then to scratch pad.
K-1 Royalty income Link to Sch E Line 4
K-1 Tax exempt income Link to Sch B then Interest Stmt
Form SSA-1099 1040 Wkt1
Form SSA-1099 (Lump-Sum) 1040 Wkt1 (bottom) and Lump Sum Wkt
W2 W2
W2-G (Gambling Winnings) W2G
Missing W2 or Missing 1099-R 4852 (Link to Payer's ID entry on W-2, 1099-R)
Note: TaxPrep4Free.org may have a more complete list of forms

Tax Items

(Where to enter stuff)

Common Tax Items
Adoption Credit 8839 Out of Scope
Alaska Permanent Fund Wkt7
Alimony 1040 Page 1

Line 11 - Alimony Received
Line 31a-b - Alimony Paid

Amended Returns Add 1040X to return year being amended
Business Income Schedule C
Business Use of Home 8829 or 2106 (employee) - Out of Scope
Capital Gains Link to Sch B then to Dividend Stmt (Enter amount in
capital gains column)
Capital Loss Carryover Schedule D Page 1 (line 6 or 14)
from prior year Sch D Wkt 2 (line 8 or 13)
Cash Income for a Business
Scratch Pad link to Schedule C
Cash Income for Other than a Business Wkt 7
Casualty and Theft Losses 4684 (Out of Scope)
Charitable Contributions Schedule A, OR
A Detail
Charitable Contributions (non cash) A Detail
and 8283 if over $500
Child & Dependent Care 2441 (Checkbox on Main Info)
Child Support not reported
Child Tax Credit Automatically calculated (Form 8812)
Commissions (Insurance residuals from prior employment) 1040 Wkt7

Section 1402(k) requirements
(1) the amount is received after termination of the individual's agreement to perform services for the company;
(2) the individual performs no services for the company after the agreement ends and before the close of the taxable year;
(3) the payments are conditioned on the salesman's agreeing not to compete with the company for at least one year following termination of the agreement; and
(4) the amount of the payments depends primarily on: (a) policies sold by, or credited to the account of, the individual during the last year of the agreement, and/or (b) the extent to which the policies remain in force for some period after the agreement ends, and
(5) the amount of the payments do not depend to any extent on length of service or overall earnings from services performed for such company.

Depreciation Out of Scope
Dividend Income Link Dividend Statement to Schedule B
Early Withdrawal Penalty Interest Statement
Earned Income Credit Calculated automatically on EIC Wkt
Education Expenses (student) 8863
See Special Issues (this page) or 4012 Education Tab When claiming education credits make sure 8863 is fully completed, even if it is not highlighted red in the tree.
Educator Expenses (teacher) 1040 Wkt2, OR
Schedule A
Elderly and Disabled Credit Schedule R (automatically calculated)
Employee Business Expenses 2106 or Schedule A
Estimated Payments F/S Tax Paid (amounts paid)
1040ES (amounts to pay)
Exemptions from ACA 8965
First Time Homebuyer Credit (Repayment) 5405
Foreign Tax Paid

1040 Line 48, OR
1116 if greater than $300, $600 (joint) or otherwise required
See 1116 Instructions

Gambling Winnings W2-G link to 1040 Wkt7
Gambling Losses Add losses at bottom of W-2G. If no W2-G add
losses to Sch A line 28.
Health Insurance Schedule A, OR
A Detail
Health Savings Account 8889
Health Savings Account Rollover 1099R Exclusion Line 3
Healthcare Affordability MCA Wkt, Affordability Wkt Unaffordable
Home Sale Cap Gain Wkt, OR
Schedule D Wkt2
Household Employee Income (no W-2) Wkt1

If more than $2000, employer should provide W-2
See TaxTip 756 and Pub 926

Installment Agreement 9465
Interest (without 1099-INT) Link Interest Statement to Schedule B
IRA Contributions (not reported on W-2) IRA Wkt
IRA Distributions 1099R (4852 if 1099-R not provided)
IRA Rollover 1099R Exclusion Line 1

Use 1099-R Exclusion Worksheet to show rollover.
The box on 1040 Line 15 should be checked and linked to explanation
Additional information is required on the worksheet if a rollover to a Roth.

Jury Duty 1040 Wkt7
Jury Duty paid to employer After including on Wkt7, link scratch pad to 1040 line 36
Long Term Care Insurance Schedule A, OR
A Detail
Lump-sum IRA Distributions May qualify for 10-year averaging using Form 4972 - Out of Scope
Marketplace Exemption 8965
Medical Deductions Schedule A, OR
A Detail
(Medicare is reported on Wkt1)
Mileage (business or employee) Unreimbursed Employee Expense- Link 2106 to Schedule A
Business Expense - Schedule C Page 2
Mileage (medical) A Detail link from Schedule A
Mileage (charitable) A Detail link from Schedule A
Mortgage Interest and Points Paid Schedule A
Mortgage Insurance Schedule A
Moving Expenses 3903
Distributions with Nondeductible contributions 1099R Exclusion Wkt check box to generate 8606
Other Income (prizes, jury duty, etc.) 1040 Wkt7
Penalty Waiver (2210) 2210 (Page 2)
Pension Distributions 1099R
Personal Property Taxes Schedule A Line 7 (only deductible if based on property value)
Power of Attorney 8453
Prizes and Awards 1040 Wkt7
Qualified Charitable Distribution (QCD) 1099R Exclusion Line 2
Refunds of State/Local Income Tax State Tax Refund Worksheet
Residential Energy Improvements 5695
Real Estate Property Taxes Schedule A
Retired public safety officers Health Insurance Exclusion 1099R Exclusion Line 4
Retirement Savings Credit 8880
Roth IRA Contributions IRA Wkt
Royalties Schedule E, OR
1099-MISC Linked to Schedule E
Sales Tax Deduction (General, Motor Vehicles, home building materials, etc) Sales Tax Worksheet

In addition to the general sales tax deduction, taxpayers can take an additional deduction for sales tax paid for

  • Motor vehicles (including off-road and leased vehicles)
  • Boats or aircraft
  • Home building materials for new home or substantial modification
Enter the additional sales tax on line 7. The tax is generally limited to the general sales tax rate. See Schedule A instructions for more information.

Scholarships 1040 Wkt1 (See Education Credits section)
Self-employed Health Insurance Link to worksheet from 1040 line 28
SE SEP, SIMPLE and Qualified Plans Link to worksheet from 1040 line 32
Stock Sales Link to Sch D Form 8949 then Cap Gn Wkt
Student Loan Interest 1040 Wkt2
Substitute W-2 or 1099-R 4852 (Link to Payer's ID entry on W-2, 1099-R)
Taxable (or Excess) Scholarships 1040 Wkt1 (student's return only)
Tips not reported 4137
Tribal Per Capita Payments Link to Wkt 7 Line 2 then to 1099-MISC
Unemployment Compensation 1099-G
Veteran's Benefits not taxable
W2 Verification Codes (may be in Box 9) W2 (bottom of form)
Identity Theft Pin Main Information

Special Issues

Cancellation of Debt
Publication 4681 (Cancelled Debts and Foreclosures)
Mortgage Debt flowchart

 
 
Foreign Student (Non-Resident Aliens)
Form 13614NR (Non-resident Intake Form)
Publication 519 (Tax Guide for Aliens)
Publication 4011 (NR VITA Guide)
1040NR Instructions (Non-resident 1040)
Form 8840 and Instructions (Closer Connection Exception Statement)
Form 8843 (Withholding Exemption)
Income Codes for Aliens (from 1042-S Instructions)
Countries with Treaties, IRS List, About Tax Treaties
Publication 901 (U.S. Tax Treaties)
Publication 597 (U.S. - Canada Tax Treaty)
Foreign Student Certification Required
 
Health Savings Accounts
(incl MSA, FSA, HRA)
Publication 969 (Health Savings Accounts)
Publication 4942 (HSA Training)
Form 8889 Instructions (Contributions and Distributions)
 
Health Savings Account Certification Required
 
Individual Retirement Accounts
Publication 590-A (IRA Contributions)
Publication 590-B (IRA Distributions)
Form 5329 Instructions (Penalties and Exemptions)
Simplified Method Calculator (by Jeff Bogart)
 
 
International
Other Income (From 4491)
Foreign Tax Credit (From 4491)
International Certification Required
 
Military
Publication 3 (Armed Forces Tax Guide)
Link & Learn Training - Military

Military Income (From 4491)

Schedule K-1 and Rental Income (From 4491)
Moving Expenses (From 4491)
Employee Business Expenses (From 4491)
Finishing the Return (From 4491)
Military Certification Required
 
Assorted Issues
 
Publication 517 (Ministers and Church Workers)

Publication 907 (Persons with Disabilities)

Publication 554 (Tax Guide for Seniors)
Publication 524 (Credit for the Elderly and Disabled)
Publication 505 (Tax Withholding and Estimated Tax)

Filing and Tax Forms

Filing Status, Exemptions, and Dependents
Publication 501 (Exemptions & Filing Information)
Publication 559 (Final Returns for Deceased)
Publication 971 (Innocent Spouse Relief)
Form 8379 Instructions (Injured Spouse Allocation)
Publication 555 (Community Property)
Qualifying Child/Relative Flowchart
Qualifying Child or Relative Flowchart
Dependent Calculator
Form 8888 and Instructions (Allocation of Refund)
Married Filing Separately (Texas - Community Property State; exceptions; requirements; innocent spouse; benefits lost)
 
Income
Quick Reference Guide (D-1 in Pub 4012)
 
Publication 525IRS website (Taxable and NonTaxable Income)
Publication 531 (Reporting Tips)
Publication 575 (Pension and Annuity Income)
Early distribution exception codes
Publication 939 (General Rule for Pensions)
Publication 915 (Social Security & RRB)
Visual of the RRB-1099R
Publication 517 (Ministers and Church Workers)
Publication 504 (Divorce & Separation)
See Also Schedules, Other Items
 
 
Adjustments
Moving Expenses
 
 
Schedule A
Schedule A Instructions
Publication 502 (Medical Expenses)
Publication 936 (Home Mortgage Interest)
Publication 526 (Charitable Contributions)
Exempt Organization Search (Churches do not have to be registered to be charitable)
Valuation Guide - Salvation Army
Valuation Guide - Goodwill
Publication 547 (Casualty & Theft Losses)
Publication 550 (Investment Income and Expenses)
Publication 529 (Miscellaneous Deductions)
Publication 530 (Tax Information for Homeowners - Taxes and Mortgage Expense)
 
 
 
Schedule C
Publication 535 (Business Expenses)
Business Activity Codes
Schedule C Instructions
Publication 1544 (Cash Payments > $10,000)
Publication 334 (Tax Guide for Small Business)
Publication 538 (Accounting Periods and Methods)
Publication 925 (Passive Activities and At-risk rules)
Publication 463 (Travel, Entertainment, )
Publication 560 (Retirement Plans for Small Business)
Publication 587 (Business Use of Your Home) (Form 8829)
Publication 505 (Tax Withholding and Estimated Tax)
 
Schedule D
Schedule D Instructions
Publication 544 (Sales and Dispositions of Assets)
Publication 550 (Investment Income and Expenses)
Publication 551 (Basis of Assets)
 
Schedule E
Schedule E Instructions
Publication 527 (Residential Rental Property)
Publication 946 (Depreciation)
 
Farming (Out of Scope)
Schedule F Instructions (Farming)
Publication 225 (Farmer's Tax Guide)
Publication 51 (Agricultural Employer's Tax Guide)
Schedule SE Instructions (Self Employment Tax)
Schedule J Instructions (Income Averaging)
Schedule T Instructions (Timber Sales)
 
Nonrefundable Credits
 
Publication 972 (Child Tax Credit)
Publication 970 (Education Credits)
 
Refundable Credits
Publication 596 (Earned Income Tax Credit) EITC table, EIC table
Publication 972 (Child Tax Credit)
Publication 974 (Premium Tax Credit)
Publication 970 (Education Credits)

Taxpayer Assistance and Counseling

Resources
 
Form 9452 (Filing Assistance Program) Filing Requirement Analysis
my Social Security (including online access to Replacement SSA-1099s)
New or Replacement Social Security Number and Card
 
First Time Homebuyer Credit Account Look-up tool
Publication 4134 (Low Income Taxpayer List - IRS disputes)
Site Location Lookup (VITA/TCE, Tax-Aide)
Where to file, Form 1040, by State, (Texas)
IRS2Go Mobile App
Where's My Refund
Where's My Amended Return
Healthcare Marketplace
Income Tax Rate Schedules
Offices
BNA Quick Tax Reference (Android App)
Sales Tax Rates
Appraisal Districts/Property Tax Information
IRS Local Office Locator
Counseling Flags
 
Required Minimum Distribution - remind taxpayers approaching 70 1/2 to take RMDs
In year of divorce or spouse death - advise taxpayers concerning possible change in tax liability
Rollover - When alerted, remind taxpayers of the rules for rollovers (60 day, once per year unless direct)
Lump Sum Distributions - Consider the possibility of 10-year averaging and advise to see tax professional
W7 - Identification, processing requirements
Received 1099-MISC for Wages - Advise taxpayer of filing SS-8 to allow IRS to determine employee status
Non-deductible IRA - Advise taxpayers that 8606 is required to report contributions
 

TaxWise

Keyboard Shortcuts
F1 Opens the TaxWise Online Help file
F3 or Ctrl+Spacebar Entry Estimation

Clears the red.

F8 or Ctrl+Enter Overrides an entry (Override rights must be enabled)
F9 Links the current line on the current form to another form
Ctrl+C Closes the open return
Ctrl+E Jumps to next required entry
Ctrl+I Insert row on a multi-line statement or worksheet
Ctrl+P Generates a PDF to print
Ctrl+R Refreshes the page if not on a multi-line statement or worksheet
Ctrl+R Remove row on a multi-line statement or worksheet
 
TaxWise Help
TaxWise Training Sessions
TaxWise Program Help
State Help
TWO User Guide
Working WithTaxWise
Adding forms

Forms can be added to TaxWise from the Add Forms button, or linked to from a line on the 1040 or other form. Some forms are not listed in the add forms selection and must be linked from a particular line on the tax return. Most items have a designated form to link to. If there is not a form to link to, link to a Scratch Pad.

Loading unlisted forms - Cap Gain Wkt, Interest Statement

The Cap Gain Wkt can be added to the tree by linking from Schedule D to a Form 8949, then linking from the 8949 to the Cap Gain Wkt. The Interest Statement can be added to the tree by linking from Schedule B to the Interest Statement

Viewing Prior Year Returns

To open prior year tax returns open a new browser tab or window and enter the address twonline.taxwise.com/xx where xx is the tax year to open. If already logged in, you don't have to log in again. You can switch between years to compare or copy and paste information. Each year has a unique color to distinguish them. You can go to training in the same manner.

Amending Returns

Tax returns can be amended generally within three years from the due date. To amend a return in TaxWise, open the return in the TaxWise year version. If the return was not prepared at VITA/Tax-Aide in that year, create the return to match the return that was actually filed. Change the return to Paper to prevent e-filing. Add 1040X to the tax return and check the box to fix the amounts of the return. Make the necessary changes and print the return. The taxpayer will need to mail the 1040X with an tax form with changes and Copy B of any additional W-2s. Do not mail the 1040. Instruct the taxpayer to sign appropriately and mail to the correct address.

Marketplace Affordability
 

Other Resources

Administrative Resources

Site Coordinator Resources
Publication 5166 (Quality Site Requirements)
Publication 5088 (Site Coordinator Training)
Intake/Interview & Quality Review Sheet
IRS Publication 3189 (E-file Administration Guide)
IRS Publication 1084 (Site Coordinator Handbook)
Site Coordinator Corner
Error Search Tool (IRS Rejects)

Common reject errors are listed in Publication 3189 (Exhibit 4).

Prior Year Intake Forms Current, 2014?, 2013, 2012

Spanish Intake Forms Current, 2014?, 2013, 2012
Recommended on-site information (local IRS office, addresse, sales tax rates, local SSA)
Internal Revenue Service Aids
Where's My Refund
Get Transcript
Withholding Calculator
Acceptance Agents (IRS Approved W7 processors)
Volunteer Tax Alerts (Quality and Tax Alerts
Disaster Relief (Tax Relief in Disaster Situations)
About Tax Professionals
Directory of Tax Professionals (and credentials)
Volunteer Information
Organizations, Programs, and Locations
Signup information
Training
Testing
Software
Regulations

Cross Reference

Search Cross Reference
Nonresident - see non-resident
W-2 - see also W2
K-1 - see also K1