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Frequently used links for VITA and AARP Tax-Aide Volunteers


Production, Practice Lab, Blog and Help.

IRS Publications

The most frequently used IRS publications.


Bogart calculators, tax charts, etc. 


Links to training materials. 

TaxSlayer Links

Production Login Practice Lab TaxSlayer Blog TaxSlayer Help

Publication 4012 Volunteer Resource Guide

Who Must File

From Pub 4012: Who must file standard chart, and when dependents must file, and others who should or must file.

Go to the charts

Filing Status

From Pub 4012: General charts and questionnaires to determine filing status, including interview steps and head of household rules.

Go to the charts


From Pub 4012: Who qualifies as a dependent and what to do when more than one person can claim the same dependent.

Go to the charts

Complete Pub 4012

Complete Pub 4012 Volunteer Resource Guide.

Open here

Form 1099R Guide

Pub 4012 excerpts 1099R taxation, updated 12/20 with new law.

Open here

Education Credits

Pub 4012 Excerpt for determining educational benefits and credits.

Open here

IRS Forms & Publications Frequently Used

Pub 17 Your Individual Income Tax

Publication for help with filing status, dependents, etc. and an overview of income, deductions and credits.

Form 1040 Instructions

A mere 105 pages of details about what goes where on the Form 1040.  Line-by-line instructions.  See page 8 for where to file and page 66 for table tables.

Tax & EIC Tables 2020

Link directly to the tax tables and earned income credit tables for 2020.  Also try the EITC Assistant on IRS website to figure earned income credit.

Bogart Calculators

Simplified Method for pensions & annuities
Dependent qualification
Education Benefits Calculator
Estimated Tax Calculator 2020
CO Part Year Calc (adaptable to your state)
ACA Affordability (2018 & prior)
Support Worksheet (for dependency test)
IRA Taxability Worksheet (non-deductible contr.)

Tax Preparation Tools

Sales tax calculator

For determining sales tax deduction for taxability of state income tax refunds.

Education credit schools

List of qualifying educational institutions for Am Oppt Credit.

Historical stock prices

Enter stock symbol in “quote lookup,” search, then click historical date and enter date acquired or inherited.

Qualifying Charities

Which charities qualify for federal charitable contributions deduction.

Salvation Army valuation guide

For taxpayers wanting guidance in valuing non-cash charitable contributions.

Goodwill Donation Valuation Guide

For taxpayers wanting guidance as to potential values to place on non-cash charitable contributions.

Volunteer guidance

Vita Resources

volunteer links, handouts, guidance

Prosper Centers

Taxpayer Advocate Assistance

Taxpayer Advocate Service

Links, site forms, volunteer materials

Phoenix Vita Volunteer Resources