Preparer Links

FEDERAL TOOLS AND LOOK-UPS

Annuity / Pension Exclusion Calculator

ACA Affordability Calculators:

Healthcare Beyond the Basics ACA Affordability Calculator

Bogart ACA Affordability Calculator

Dependent Qualification Calculator

Schedule C Business Activity Code Look-up

First Time Homebuyers Credit Account Inquiry

State Tax Refund Worksheets:

TP4F State Tax Refund Worksheet

Bogart State Tax Refund Worksheet

Education Benefit Calculator

General Sales Tax Deduction Worksheets:

TP4F General Sales Tax Deduction Worksheet

Bogart General Sales Tax Deduction Worksheet

NJ TOOLS AND LOOK-UPS

NJ Shared Responsibility Payment Exemption Application

NJ IRA (403b/457b/TSP) Worksheet

Monmouth County Property Tax Assessment Records Inquiry

Ocean County Tax List Inquiry

NJ Homestead Rebate Inquiry

NJ PTR Inquiry

NJ State Income Tax Refund (1099-G) Inquiry

NJ Department of Labor / Unemployment (1099-G) Inquiry

Exemption for Veterans

OTHER RESOURCES

CHROMEBOOKS:

Chromebook Shortcut Keys

AARP:

AARP Volunteer Portal

AARP Tax-Aide Site Locator

INTERNAL REVENUE SERVICE:

IRS

IRS Forms and Publications

IRS Interactive Tax Assistant

IRS 1040 Instructions

IRS Pub 17

IRS Get an ID Protection PIN

RMD Comparison Chart

ACA Affordability Tool (IRS)

ACA "Metal" Plan Costs (IRS)

ACA Exemption Tool (Health Reform Beyond the Basics)

ACA Affordability Exemption Tool (Health Reform Beyond the Basics)

NJ DIVISION OF TAXATION:

NJ Division of Taxation

NJ-1040 Resident Return Instructions

NJ-1040-HW Property Tax and Wounded Warrior Caregiver Credit Application

NJ Retirement Income GIT-1 & 2

RIDESHARING:

Rideshare Taxes (Uber/Lyft)

Rideshare Volunteer Training including YouTube Video