Note that all cheat sheets and guides are DRAFTS written by volunteers and subject to corrections. Please send corrections to vita@taxvolunteers.com. Below the link “buttons”, there is an ALPHABETICAL list of helpful links.
Annuity/Pension Exclusion Calculator Same as Simplified Method Calculator (from Jeff Bogart’s Toolbox)
Bogart Calculators (Jeff Bogart’s Toolbox)
Business Activity Codes Business Code Lookup Tool
Charities Eligible for Donations IRS list (also 877-829-5500)
Codes Cheat Sheet
Colorado Resource Toolbox includes Jeff Bogart’s calculators
Computershare Investor Center to download investor tax documents (after Jan)
Dependent Qualification Calculator (a Jeff Bogart tool)
Earned Income Tax Credit IRS Interactive Assistant to determine eligibility and amount
Earned Income Tax Credit Quick Estimator
Education Benefits in a Nutshell
Education Benefits Guide
Education Benefits Calculator (a Jeff Bogart tool)
Education Benefits Calculator Video Tutorial
Education Credits Eligible Institutions
EIN Search Tool 1 for ERO EIN Search Tool 2 for ERO
Energy Credits Requirements (Non-Business Residential)
Estimated Tax Worksheet (a Jeff Bogart tool)
Estimated Taxes and Withholding (IRS Tax Withholding Estimator)
First Time Homebuyer Credit Account Look-up
Healthcare.gov for ACA Bronze and Silver Premiums Click “Get Started” on right or bottom
Home Cost and Support Worksheet (a Jeff Bogart tool)
Home Sale Worksheet (a Jeff Bogart tool)
Identity Theft.Gov
Identity Theft Affidavit IRS form 14039
Identity Theft Information for Taxpayers (IRS Pub 5027)
IRA Worksheet (Form8606) (a Jeff Bogart tool)
IRA Required Minimum Distribution Calculator (from AARP)
IRS Pub 17 Pub 4299
IRS Alerts for IRS Volunteer Programs
IRS Amended Return Status
IRS DRAFT Forms
IRS Forms, Instructions, & Publications
IRS Forms, Instructions, & Publications Prior Years
IRS “Recovery Rebate Credit” to see if/when stimulus payments (EIPs) were made
IRS Interactive Tax Assistant
IRS Mailing Addresses
IRS News
IRS Online Payment Agreement (OPA) and “Setup Fees“
IRS Sales Tax Calculator (When the page opens, look for Continue at the bottom of the page. Include nontaxable income!)
IRS Site Coordinator Corner (VITA/TCE forms, pubs, fact sheets, etc.)
IRS Tax Exempt Organization Search
IRS Tax Withholding Estimator
IRS Transcript (online or by mail)
IRS Withholding Calculator
Link & Learn Home (for Tests) Link & Learn Tax Lessons
NC Resources Index
NC Full-Year Resident Checklist
NC Part-Year Resident Checklist
NC Part-Year Resident Tax Return in a Nutshell
NC County Sales Tax Rates
NC DOR Tax Forms
NC DOR Instructions for Form D-400
NC DOR VITA Manual
NC Property Tax Paid on Vehicles
NC Property Tax Paid on Real Estate Lookup
NC Property Tax Relief Application
NC Property Tax Relief Screening Form
NC Property Tax Relief Addresses and Phone Numbers
NC SHIIP Free Unbiased Help with Medicare Choices
NC Tax-Aide Site Locations and Contacts Inactive until tax season
Practice Lab aka TaxSlayer Training
Property Tax on Vehicles Paid in NC
Refund Status IRS (or 800-829-1954) Refund Status NC (or 877-252-4052)
Sales Tax Deduction Worksheet (a Jeff Bogart tool)
Simplified Method Calculator (now the Annuity/Pension Exclusion Calculator)
Simplified Method & Calculator Instructions
Video Tutorial for using the Calculator
Social Security Office Locator and Online Services
Stock Prices – Historical MarketWatch Enter stock symbol and date.
Stock Prices – Historical Yahoo Enter stock symbol and date – and click “Apply”.
Tax Credit Plotter (a Jeff Bogart tool)
TaxBook.com
Taxable Refund and Recovery Calculator (a Jeff Bogart tool)
TaxSlayer Tax Program production
TaxSlayer Blog
TaxSlayer Practice Lab aka TaxSlayer Training
TaxSlayer Pro Support Knowledgebase info on tax issues
TaxSlayer VITA/TCE Guides & Publications click Attachments
Thrift Store Values Salvation Army Thrift Store Values Goodwill
VITA Site Locator
If you have corrections or suggestions for improvements, email suggestions@taxvolunteers.com.