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.
| General Reference |
|---|
| Publications are for current year (when available). See the IRS website for prior year forms and publications. |
| Publication 4012 (VITA Volunteer Reference) large download
This is the definitive resource for VITA and Tax-Aide volunteers. |
| Publication 4012 (with Tax-Aide changes) large download
This is the definitive resource for AARP Foundation Tax-Aide volunteers. |
| Publication 4491-X (Updates) |
| 1040 General Instructions
Step by step instructions for Form 1040. Also contains the tax tables, and EITC tables. 
|
| Publication 17 (Individual Returns) |
| Publication 4491 (VITA Training Guide) |
| Volunteer Tax Alerts |
| Quality and Tax Alerts for IRS Volunteer Programs |
| VITA Scope Limitations (Publication 5220) |
| Tax-Aide Scope Limitations |
| AARP Portal
Go to OneSupport Help Center |
| IRS Mailing Addresses (Texas) |
| IRS Forms and Publications |
| ACA |
|---|
| Publication 5157 (ACA Training) |
| Publication 974 (Premium Tax Credit) |
| Form 8962 Instructions (PTC) |
| Form 8965 Instructions (Exemptions) |
| Healthcare.gov Tax Tool |
| ACA Affordability Worksheet |
| 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. |
| 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. |
||||||||||
| 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
| ||||||||||
| 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
|
||||||||||
| 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 | |||||||||||
| Common Tax Items | |
|---|---|
| Adoption Credit | 8839 Out of Scope |
| Alaska Permanent Fund | Wkt7 |
| Alimony | 1040 Page 1
Line 11 - Alimony Received |
| 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 |
| 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 |
| 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 |
| 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. |
| 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
|
| 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 |
| Cancellation of Debt |
|---|
| Publication 4681 (Cancelled Debts and Foreclosures) |
| Mortgage Debt flowchart |
| Education Credits |
|---|
| Publication 970 |
| Form 8863 Instructions
When claiming education credits make sure 8863 is fully completed, even if it is not highlighted red in the tree.
|
| Dana's Resources |
| AOTC Worksheet
Self-calculationg PDF. Download PDF, complete, then print. |
| Education Credit Calculator (Bogart)
Self-calculationg PDF. Download PDF, complete, then print. |
| Education Spreadsheet (Tax-Aide Portal login required) |
| Eligible Educational Institutions |
| 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 |
| Pensions/IRAs |
|---|
| 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 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 B |
|---|
| Schedule B and Instructions |
| 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) |
| 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 |
| 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 Sites |
|---|
| Wandering Tax Pro |
| TaxPrep4Free (NJ Tax Aide)
This is a useful site for Tax-Aide counselors, and one of inspirations for this web page. |
| CoTaxAide
This site has several on-line calculators and flowcharts. |
| California “Duck” Book |
| Research Guides |
| Using PDF documents (search, reading mode, bookmarks, contents, downloading) |
| Alternate formats - epub |
| 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). |
| 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 |