Production, Practice Lab, Blog and Help.
The most frequently used IRS publications.
Bogart calculators, tax charts, etc.
Links to training materials.
From Pub 4012: Who must file standard chart, and when dependents must file, and others who should or must file.
From Pub 4012: General charts and questionnaires to determine filing status, including interview steps and head of household rules.
From Pub 4012: Who qualifies as a dependent and what to do when more than one person can claim the same dependent.
Complete Pub 4012 Volunteer Resource Guide.
Pub 4012 excerpts 1099R taxation, updated 12/20 with new law.
Pub 4012 Excerpt for determining educational benefits and credits.
Publication for help with filing status, dependents, etc. and an overview of income, deductions and credits.
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.
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.
For determining sales tax deduction for taxability of state income tax refunds.
List of qualifying educational institutions for Am Oppt Credit.
Enter stock symbol in “quote lookup,” search, then click historical date and enter date acquired or inherited.
Which charities qualify for federal charitable contributions deduction.
For taxpayers wanting guidance in valuing non-cash charitable contributions.
For taxpayers wanting guidance as to potential values to place on non-cash charitable contributions.
volunteer links, handouts, guidance
Taxpayer Advocate Assistance
Links, site forms, volunteer materials