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

This is for TY2022
Click for TY2021

Student Preparer • TRC/INS

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Preparer Page

Preparer Updates (Most recent: 03-19-2023) Upd

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-A 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
• Exempt Organization Search
• Valuation Guide - Goodwill
• Valuation Guide - Salvation Army
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 Anchor Application
Online Inquiry for Homestead / Anchor Rebate
Online Inquiry for PTR
File your PTR Online Upd
NJ Form 1099-G Inquiry (Refund)
NJ Form 1099-G Inquiry (Unemployment (1099-G is part of claim status))
NJ Dept of Labor EIN: 22-2481818
Check Your Refund Status
Claiming and Documenting the Income Tax Exemption for Veterans
NJ Municipality Code Lookup

Upd

NJ Gross Income Tax Forms (NJ-1040 etc)
• NJ-1040 Instructions
• Schedule NJ-HCC (Healthcare coverage)
• NJ-1040-HW (Homestead Benefit and Wounded Warrior)
NJ Gross Income Tax Publications (GIT-5 etc)
Fed/State Electronic Filing Program - NJ 1040
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?]
AARP Foundation Tax-Aide Acronyms

References

Work Aids *TY2022*

All Tax Topics Tool Upd *Draft* (Feedback appreciated) (Search for links to info in various sources)
NJ Tax Topics Tool Upd *Draft* (Feedback appreciated) (NJ specific Tax Law differences and TSO techniques)
Print NJ Tax Topics
NTTC 4012 *TY2022* (Pub 4012 with NTTC additions)
NJ Checklist *Draft* Upd (Form to record NJ items during interview & preparation)
• NJ Checklist - Fillable PDF version *Soon*
• NJ Checklist - Print Only version
(see also: NJ Checklist Job Aid *Draft* Upd)
PTR Income Worksheet Sources *Soon* Upd (Where to find info for PTR Income Sheet)
(See also NJ PTR Categories Tool under NJ Preparer Tools below)
Interview Worksheets (Education, Sch A, Sch C, Tax-Aide Intake Sheet, NJ HCC/SRP, etc.)
Stay tuned for more...

Work Aids *TY2021*

Stay tuned...

Special Topics *TY2022*

Federal and NJ Property Taxes Upd
Property Tax Recoveries Upd
NJ Three-Year Rule Upd
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 (8606) Upd
NJ Resident with PA Withholding Upd
NJ Resident with NY Income *Draft* Upd
• (Mandatory) NJ Resident with NY Income Screening Sheet Upd
Health Savings Accounts Upd
NJ Resident with Philadelphia Wage Tax Upd
Long Term Care Payments 1099-LTC Upd
Determining if a Property Qualifies for NJ Property Tax Deduction or Credit Upd
Roth IRAs Code J or T Not Taxable Upd
Conversion from Traditional to Roth IRA Upd
Calculating the Medical Deduction for TP with Premium Tax Credit Upd
Paper Filing Instructions for Preparers Upd
Paper Filing Instructions for Taxpayer Upd
NJ 1040X TSO Screens Upd
Energy Efficient Home Improvement Credit Upd
Special Interest and Dividend Situations Upd
Government Employee Pension Upd
Medicaid Waiver Payments - NJ *Draft* Upd
- Use MWP Worksheet Upd
Election Workers NJ Version Upd
Stay tuned for more...

NTTC Documents *TY2022*

NTTC’s Useful Tax Prep Links (for Counselor use)
Tax-Aide Scope Manual (TY22)
Canada and Germany Social Security Benefits Paid to Resident of the U.S.
Casualty Loss Screening Tool
Election Workers
• See instead: Election Workers NJ Version
Form 1099-K Payments
Gambling Income, Losses & Expenses
IRA Deduction After Age 70½ and Reduction to QCD
Medicaid Waiver Payments Guide
• See instead: Medicaid Waiver Payments - NJ
Potential Identity Theft Letter
Qualifying Child or Relative Resource Tool (Flowchart)
• See also Qualifying Child / Qualifying Relative Flowchart Tool (Interactive)
Schedule C Guidelines
Taxable Social Security Benefits

Special Topics *TY2021*

Stay tuned...

NTTC Documents *TY2021*

Stay tuned...

NJ Preparer Tools *TY2022*

Stay tuned...
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 *Soon*
Qualifying Child / Qualifying Relative Flowchart Tool Upd
NJ Property Tax Flowchart Tool Upd
See also: NJ Prop Tax Decision Tree ala 4012

NJ Preparer Tools *TY2021*

Stay tuned...

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)
Tax Credit Plotter (Graphical version of Credit Amount (e.g., EIC) vs Income)

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03/19/2023 13:22 • © 2011-2022 Al Hershey

TaxPrep4Free.org is not affiliated with AARP Foundation Tax-Aide, the IRS, or the IRS sponsored VITA / TCE programs