Preparer Links - Tax Year 2016

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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
Where's My Refund?
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 Tax Map Search IRS Products by Topic
IRS Forms and Publications
Pub 4012 Upd

Pub 4012 back cover with NJ additions Upd
Pub 4012 with NTTC Changes v4 (Tax-Aide only / NOT VITA) Upd
All 4012 changes between IRS publication and v4 (Tax-Aide only / NOT VITA) Upd

1040 Instructions Upd
Pub 17 Upd
Sales Tax Deduction Calculator (calculate Sales Tax Deduction for prior years) Upd
Sch C Business Codes

Sch C Business Codes (from 1040 Instructions) Upd
NAICS Search Tool

Donations

Schools that qualify for education credits
Quality and Tax Alerts for IRS Volunteer Programs
Site Coordinator Corner
NJ & DE IRS SPEC Contacts Upd

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 8965 Instructions Upd
Form 8962 Instructions Upd
Pub 974 (Premium Tax Credit) Upd
ACA Application and Possible Errors
Guidelines for Quality Reviewing ACA Issues

From NTTC

From CBPP (Center on Budget and Policy Priorities)

Affordability Exemption Primer Upd
Premium Tax Credits Tips and Tricks for Tax Preparers Upd
TaxWise ACA Worksheet Quick Quide Upd
Tax Preparer's Guide to the Affordable Care Act Upd
ACA-Survival-Kit_Feb2015.pdf (TY2014 - may not be valid for TY2015)
Tips to Avoid Unnecessary APTC Repayment Upd

From NJ ACA Project

ACA TaxWise Procedures Upd

From HHS

TY2015/TY2014 Tax Tools page
Use this to look up Lowest Cost Bronze Plan (LCBP) and Second Lowest Cost Bronze Plan (SLCSP) for evaluating Affordability Exemption Upd

From Jeff Bogart

Affordability Calculator Upd

NJ DoT 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)
Income Tax Refund Information (Refund Status query and Undeliverable Refund search)
NJ Municipality Codes

NJ Municipality Code Lookup Tool

2016 Income Tax Information Upd
NJ Gross Income Tax Forms (NJ-1040 etc)
NJ-1040 Instructions Upd
Estimated Use Tax Chart Upd
NJ-1040-H
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 NJ Division of Taxation
- Tool from NJ Transparency Center

TaxSlayer Links

www.TaxSlayer.com

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

TaxSlayer Resources page
TaxSlayer Help Desk Support Upd

Tax-Aide Links

AARP Foundation Tax-Aide

AARP Tax-Aide Volunteer Portal (login required) (Tax-Aide only / NOT VITA)
Find an AARP Tax-Aide site (or 1-888-227-7669)
CyberTax Updates (Tax-Aide only / NOT VITA) Upd
Taxpayer Information and Responsibilities (Tax-Aide only / NOT VITA) Upd
Tax-Aide Scope Summary TY2016 2017-01-25 (Tax-Aide only / NOT VITA) Upd
Tax-Aide Scope Manual / What's In - What's Out (Tax-Aide only / NOT VITA) Upd
TaxSlayer 2016 Tips v3a (Tax-Aide only / NOT VITA) Upd
Schedule C Guidelines Summary TY16 - 2017-01-25 (Tax-Aide only / NOT VITA) Upd
Determining Tax Benefits for a Qualifying Child or Qualifying Relative 2016-07-11 (Tax-Aide only / NOT VITA) Upd
Support: Help during the Tax Season

References

Work Aids

NJ Special Handling TY2016 Upd (NJ specific TaxSlayer techniques)
NJ Checklist TY2016 Upd (Form to record NJ items during interview & preparation)
PTR Income Worksheet Sources Upd
(See also NJ PTR Categories Tool *TY2015* Upd )
TSO Quirks Upd (Known Bugs, Tips, Workarounds, etc...)

Special Topics

Cancellation of Debt - Credit Card Upd
First Time Homebuyer Credit - Repayment Upd
Lump Sum Social Security Payments Upd
Sale of a Main Home Upd
K-1 Income Entry *Retired* see 4012
Rent or Royalties on 1099-MISC Upd
IRA Non-Deductible Contributions and Distributions Upd
NJ Resident with PA Withholding Upd
NJ Resident with NY Income *Draft* Upd
Form 8453 Instructions Upd
Screening for Potential Casualty Loss Deduction Upd
Consolidating Capital Gains *Retired* see 4012
Health Savings Accounts Upd
NJ Resident with Philadelphia Wage Tax Upd
Long Term Care Payments 1099-LTC Upd
Required Minimum Distribution (RMD) Waiver of Additional Tax Upd
Wash Sales *Retired* see 4012
Determining if a Property Qualifies for NJ Property Tax Deduction or Credit Upd
Handling Estimated Tax Penalty (Form 2210) in TaxSlayer Upd
Roth IRAs Code J or T Not Taxable Upd
Power of Attorney Upd

Preparer Tools page

Scratch Pads Upd
Form Lookup Upd
NJ Municipality Code Lookup Tool
NJ IRA (403b/457b/TSP) Worksheet Upd
NJ Use Tax Worksheet Upd
State Tax Refund Upd
NJ Sales Tax Upd
NJ PTR Categories Tool *TY2015* Upd
Qualifying Child / Qualifying Relative Flowchart Tool

Jeff Bogart's toolbox

Annuity Calculator (for Simplified General Rule)
Affordability Calculator (ACA Affordability) (Be sure to check out the Tutorial button in upper left corner)
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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