TaxPrep4Free.org Resources for NJ Tax-Aide Volunteers • Click here for Authentication rules

This is for TY2021
Click for TY2020

Student Preparer • TRC/INS

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IRS Links

Internal Revenue Service Home page

IRS Tools page (interactive forms, calculators, etc.)
Interactive Tax Assistant (e.g. Do I need to file?, Filing status, Dependency)
First Time Homebuyer Credit Account Look-up tool Upd
Where's My Refund?
Get My Payment (Stimulus / Economic Impact Payment)
Find a Location for Free Tax Prep (or 1-800-906-9887)
Directory of Federal Tax Return Preparers with Credentials and Select Qualifications (find a paid preparer) Upd
IRS Withholding Calculator (Filling out W-4)
IRS Forms and Publications
IRS Pub 4012 Upd (Note: Tax-Aide volunteers should use the NTTC version - see Work Aids under References;
Non-Tax-Aide volunteers should use the IRS version)
1040 Instructions Upd
Pub 17 Upd
Sales Tax Deduction Calculator (calculate Sales Tax Deduction for prior years) Upd
Sch C Business Codes

NAICS Search Tool

Donations

Database of Accredited Postsecondary Institutions and Programs
Quality and Tax Alerts for IRS Volunteer Programs

SSA Links

Social Security

my Social Security (including online access to Replacement SSA-1099s)
New or Replacement Social Security Number and Card Upd

ACA Links

From IRS

Form 8962 Instructions Upd

NJ Division of Taxation Links

New Jersey Division of Taxation

Online Inquiry for Homestead Rebate
Online Inquiry for PTR
NJ Form 1099-G Inquiry (Refund)
NJ Form 1099-G Inquiry (Unemployment)
Check Your Refund Status
Claiming and Documenting the Income Tax Exemption for Veterans
NJ Municipality Code Lookup

Upd

Income Tax Information Upd
NJ Gross Income Tax Forms (NJ-1040 etc)
- NJ-1040 Instructions Upd
- Schedule NJ-HCC Upd (Healthcare coverage)
- NJ-1040-HW Upd (Homestead Benefit and Wounded Warrior)
NJ Gross Income Tax Publications (GIT-5 etc)
Fed/State Electronic Filing Program - NJ 1040
NJ WebFile (Useful for 1040-H)
Property Tax Reimbursement (Senior Freeze) Program
NJ Property Tax Search (find Block, Lot, Qualifier)
- Tool from Monmouth - Assessment Records Search
NJ-HCC / SRP Exemption Application Upd

TaxSlayer Links

www.TaxSlayer.com

TaxSlayer Springboard
TaxSlayer Practice Lab
TaxSlayer Pro VITA-Blog (Updates specifically for VITA/TCE)

Tax-Aide Links

AARP Foundation Tax-Aide

AARP Tax-Aide Volunteer Portal (login required)
Find an AARP Tax-Aide site (or 1-888-227-7669) [Only available during tax season?]
CyberTax List

References

Work Aids *TY2021*

Stay tuned...
NTTC 4012 *TY2021* Upd (Pub 4012 with NTTC additions)
(Do use this for the IRS Test)
(Do NOT use this for Training problems (Familiarization, Core, Focused, Proficiency, etc.))
Interview Worksheets

Work Aids *TY2020*

Stay tuned...
NJ Special Handling *Draft* Upd (NJ specific TaxSlayer techniques)
NTTC 4012 Upd (Pub 4012 with NTTC additions)
NJ Checklist *Draft* Upd (Form to record NJ items during interview & preparation)
• Fillable PDF version • Print Only version
(see also: NJ Checklist Job Aid *Draft* Upd)
NJ HCC / SRP Worksheet (see Interview Worksheets page)
PTR Income Worksheet Sources *Draft* Upd (Where to find info for PTR Income Sheet)
(See also NJ PTR Categories Tool under NJ Preparer Tools below)
Interview Worksheets Upd
Federal vs NJ Tax Law Upd

Special Topics *TY2021*

Stay tuned...
Cancellation of Debt - Credit Card Upd
First Time Homebuyer Credit - Repayment Upd
Lump Sum Social Security Payments Upd
Sale of a Main Home Upd
Rent or Royalties on 1099-MISC Upd
IRA Non-Deductible Contributions and Distributions Upd
Long Term Care Payments 1099-LTC Upd
Roth IRAs Code J or T Not Taxable Upd
Power of Attorney Upd
Conversion from Traditional to Roth IRA Upd
Calculating the Medical Deduction for TP with Premium Tax Credit Upd
Ride Share Upd
Non-Business Energy Property Credit Upd
Special Interest and Dividend Situations Upd

NTTC Documents

Stay tuned...
Gambling Income, Losses & Expenses Upd
Schedule C Guidelines TY21 Upd
Using 2019 Earned Income on the 2021 Return Upd

Special Topics *TY2020*

Stay tuned...
Health Savings Accounts Upd
NJ Resident with Philadelphia Wage Tax Upd
Determining if a Property Qualifies for NJ Property Tax Deduction or Credit Upd
Paper Filing Instructions for Preparers Upd
Paper Filing Instructions for Taxpayers Upd
NJ Health Insurance Mandate Income-Related Exemptions *Draft* Upd

NTTC Tax Law Papers

Stay tuned...
Canada and Germany Social Security Benefits Paid to US Residents Upd
Puerto Rico Tax Returns TY17 Upd
Strike Benefits Upd
Student Loan Forgiveness and Interest Upd
Tax-Aide Guidance for Married Taxpayer not Filing MFJ in Community Property State Upd
Use of Electronic Documents to Prepare Tax Returns Upd

NJ Preparer Tools *TY2021*

Stay tuned...
Qualifying Child / Qualifying Relative Flowchart Tool Upd

NJ Preparer Tools *TY2020*

Scratch Pads Upd
NJ Municipality Code Lookup Upd
NJ IRA (403b/457b/TSP) Upd
NJ Use Tax Upd
NJ Tax Refund Upd
NJ Sales Tax Upd
NJ PTR Categories Tool Upd
Qualifying Child / Qualifying Relative Flowchart Tool Upd
NJ Health Insurance Mandate Income-Related Exemption Tester Upd (see related instructions Upd)

Jeff Bogart's toolbox

Annuity Calculator (for Simplified General Rule)
Refund Calculator (How much of your State Income Tax refund and/or Sch A Recovery is taxable)
Dependent Calculator (yet another way to figure out what can be claimed for a dependent)
Education Calculator (AOC vs LL vs Tuition adj.)
Estimated Tax Worksheet (Estimate taxes for next year - help when preparing 1040-ES)

Send Comments / Corrections / Suggestions to: Al@TaxPrep4Free.org

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01/15/2022 19:37 • © 2011-2022 Al Hershey

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