Capital Loss Carryovers currently NOT carrying forward.

Federal Favorites

4012 Volunteer Resource Guide (NTTC)

Tax-Aide Scope Manual (NTTC)

Code Reference Lists

👍 Form W-2 Box 12 Codes (TS)

Form W-2 Box 12 Code Descriptions (Job Aide 30-INC, GM)

Employer Identification Number (EIN) Search

Form W-2 Box 14 Codes (Job Aides 31-INC, GM)

👍 Form 1099-R Box 7 Codes (TS)

Form 1099-R Codes and Special Cases (Job Aides 33-INC, GM)

ZIP Code Look Up (USPS)

Business Activity Codes (Colorado Resource Toolbox aka Bogart)

Calculators

Pension Exculsion Calculator (Colorado Resource Toolbox aka Bogart)

IRS Sales Tax Deduction Calculator (IRS)

Tax Deduction Worksheet (Colorado Resource Toolbox aka Bogart) - for use with IRS Sales Tax Calculator

RMD Calculator (Investor.gov)

Age Calculator (Calculator.net)

Filing Addresses/Letters

🚩 Addresses for Mailing Federal & NYS Returns - List of addresses for taxpayers (IRS, NYS) (W)

Addresses for Mailing Federal Returns (IRS) - scroll down to States where to file addresses > New York and expand

Addresses for Mailing NYS Returns (NYS)

🚩Instructions for Mailing Your Tax Return - instructions to be given to taxpayers who have paper returns that they have to mail (TO)

Paper Filing Instructions-TAXPAYER (Job Aides 96 - TSO, GM)

Paper Filing Instructions-PREPARER (Job Aides 96 - TSO, GM)

Mercy letter to IRS (tax miscalculation) (W)

Mercy letter to IRS (failure to e-File) (W)

Mercy letter to IRS (can't pay now) (W)

Westchester Potential Identity Theft Letter - to be sent to taxpayer if return can't be e-filed (W)

Potential Identity Theft Letter (NTTC)

Federal Tax Law Changes

Tax updates and news from the IRS (IRS)

Tax Changes for 2024-2025: What Tax Pros Need to Know (TSO)

TY 2020 - TY 2022 (GM)

IRS Services for Taxpayers

Who should file a return? (IRS)

What to do if your tax return is rejected because it is missing a PIN (NTTC)

Get An Identity Protection PIN as a proactive step to protect yourself from tax-related identity theft (IP PIN) (IRS)

Identity Theft Declaration aka NYS IP PIN request (NYS) 🆕

Retrieve Your Identity Protection PIN (IP PIN) (IRS)

IRS Over-the- Phone Interpreter (OPI) Services (IRS) 🆕

IRS Volunteer Income Tax Assistance (VITA) Locator (IRS)

IRS Assistance Center in White Plains (W)

IRS Online Account (IRS)

Where's My Refund? (IRS)

Checking Amended Return Status (IRS)

IRS Forms and Publications

🚩Pub 17 Your Federal Income Tax for Individuals (Instructions, IRS)

1040 (and 1040-SR) Instructions (IRS)

Form 1040 (IRS)

Pub 501 - Dependents, Standard Deduction, and Filing Information (Instructions, IRS)

Pub 529 - Cat. No. 15056O Miscellaneous Deductions (Instructions, IRS)

Pub 535 - Business Expenses (Instructions, IRS)

Pub 575 - Pension and Annuity Income (Instructions, IRS)

IRS Forms and Publications Catalog (IRS)

Our Information Sources

NTTC Useful Tax Prep Links

📂 AARP Portal Library "Red" Tax Law Folder (NTTC)

AARP Technology Library Table of Contents - with links (NTSC)

📂 AARP Portal Library "Blue" Technology Folder (NTSC)

Resources for Taxpayers

Locate a Social Security Office (SSA)

IRS Direct File (IRS) 🆕

Low Income Taxpayer Clinics (LITC) (Taxpayer Advocate Service)

Get It Back - helps individuals claim tax credits (Center on Budget and Policy Priorities )

How to Get Your 1099-G for NY (NYS) - if the security code is not displayed enter anything, a new code will be displayed; no logon or account required

Document Source Legend - TA = Tax-Aide NTTC = Portal Red/NTTC Training & Tax Law NTSC = Portal Blue/NTSC Technology Folder IRS = Internal Revenue Service SSA = Social Security Admin

Legend cont'd - TS = TaxSlayer NYS = NY State CT = Connecticut NJ = New Jersey

Legend cont'd - W=Westchester GM=George Morrow LC=Loretta Crew BH=Ben HunterJAW=Julie Woodward

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