Tax Prep Q and A (coming soon)

 

Tax Return Data Input Assistance:

• Business Codes
• School Codes – Monroe County
• School Codes – NYS list
• Driver’s License – Where to find ID and Document Number
• Rochester Area Colleges EIN Numbers
• Bank Routing Numbers
• First-Time Homebuyer Credit Account Look-up
• Medicaid Card Examples
• Monroe County Real Estate Portal 
• City of Rochester Property Info 

Qualifying Child:

• ALL THOSE KIDS – Rules for Qualifying Child
• It’s a Tie! Who Gets the Kid? Author: Barbara DelBene
• Tax Prep Dispatch: All Those Kids Redux 3/14/2019

Credits:

• IT-214: Public Housing Not Eligible for Credit
• Summary Chart of Tax Rules as They Apply to Children
• Education – Breakdown of Credits Chart
• EITC Chart – TY 2021
• Itemized Deductions – List of Deductible v Non Deductible expenses

Tax Resources

• Pub 4012 – Tax Year 2021: Volunteer Resource Guide
• Pub 4299 – Privacy, Confidentiality, and Civil Rights
• Pub 17
• NYS Volunteer Resource Page
• Tax Slayer Login
• TaxSlayer NYS Reference Guide
• IRS Certification Test

Client Resources

• What To Do If You Owe

 

PRIOR YEAR RESOURCES

 

• EITC Chart – TY2020
• EITC Chart – TY2019
• Pub 4012 – Tax Year 2018: Volunteer Resource Guide
• Pub 17 – Tax Year 2018: Tax Guide
• EITC Chart – TY2018

 

Affordable Care Act Resources

ACA Unaffordability Rules and Income Levels

• 2018
  • ACA 2018 Income Eligibility Chart NYS Marketplace (Medicaid, Child Health Plus, Essential Plan, Qualified Health Plans)
  • ACA Silver 2018 Second Lowest Cost Plan NY
  • ACA Bronze 2018 Lowest Cost Bronze Table NY
• 2017
  • ACA 2017 Income Eligibility Chart NYS Marketplace (Medicaid, Child Health Plus, Essential Plan, Qualified Health Plans)
  • ACA Silver 2017 Second Lowest Cost Plan NY
  • ACA Bronze 2017 Lowest Cost Bronze Plan table NY
• 2016
  • ACA Silver 2016 Second Lowest Cost Plan NY
  • ACA Bronze 2016 Lowest Cost Bronze Plan table NY