Tax Preparation Resources For Volunteers

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General and Federal Topics:

• Video: How to fill out IRS Form W-4
• Reminders & Tips
• CTA and IRS volunteer training materials
  • CTA and IRS volunteer training materials
  • To give IRS recommendations for corrections or updates to the VITA training pubs (4012, 6744, 4491, etc.) use Form 15247  To be considered for tax year 2025, submit suggestions by Monday in April 28.
• Library of Pub. 4012 and Pub. 4491 from TY2008 to present
• Pub. 17
• Site Coordinator Resources
  • Site posters and select required pubs
  • Intake and Exit forms
  • Paper filing Guide and labels
  • Rejects for duplicate filing/identity theft affidavit
• Volunteer Resource Guides (coming soon)
• Education Credit: click here to find out if education institute is accredited

State Resources

• EITC state by state
• State Training for Returning Volunteers: Slides

District of Columbia

• DC chart flows from federal
• Draft Guide to DC Property Tax Database
• List of properties exempt from DC property tax

• DC Property Tax Database: Start from mytax.dc.gov (Step by step instructions coming soon))
  • Address not coming up in database?  Click here, enter address then click on SSL to find the lot and square numbers.
  • Client is not receiving the Homestead exemption or the Senior Citizen exemption? Help them fill out the application. They should apply in person. The information is at: http://otr.cfo.dc.gov/node/409562
• DC Schedule L credit
• DC D-30 Unincorporated Business taxes

Maryland

• MD chart flows from federal
• How to MD HTC/RTC
  Slides, Video (For Slayer start at 5:40)
• MD Property Tax Account Database
• Maryland Homeowners’ Property Tax Credit Brochure
• Maryland Renter’s Tax Credit Brochure

Virginia

• VA chart flows from federal
• How to VA 763S : Slides,   Video

DC Ward Lookup

Find out what ward you live in, in DC: http://dcatlas.dcgis.dc.gov/mar/

ACA

Affordability Exemption Tool (TY2016, TY2017, TY2018): http://www.healthreformbeyondthebasics.org/aca-exemptions-income-tool/
VITA training: http://www.healthreformbeyondthebasics.org/home/for-tax-preparers/
ACA Examples for VITA/TCE Volunteers | View resource
Tax Preparer’s Guide to the Affordable Care Act | View guide

Individual Taxpayer Identification Numbers (ITINs)

https://www.irs.gov/individuals/individual-taxpayer-identification-number-itin

Schedule A and Schedule D Help

• Resource for determining valuation of donated goods
  • Pub. 561: Determining the Value of Donated Property
  • https://www.goodwill.org/wp-content/uploads/2020/03/donation_valuation_guide.pdf
  • https://satruck.org/Home/DonationValueGuide
• Determining basis of investments.  Call the volunteers at Carnegie Library (10 or 20 available during tax season) at 412-281-7141.

Taxability of Settlement Payments

See IRS Publication 4345:  http://www.irs.gov/pub/irs-pdf/p4345.pdf

Unemployment, Amount Received

• DC unemployment reported on form 1099-G: https://unemployment.dc.gov/sites/default/files/dc/sites/unemployment/page_content/attachments/1099-G%20Frequently%20Asked%20Questions%202025_1.pdf
• Maryland unemployment reported on 1099-G: http://www.dllr.state.md.us/employment/1099ginfo.shtml
• Virginia Unemployment. https://www.vec.virginia.gov/1099-g-tax-form