Volunteer Resources

Client Resources

Filing Taxes Without Legal Status: Can IRS Share Your Information with ICE? 
(in Spanish)
Obtain a bank account

How to fill out Form W-4 (in Spanish)

estimated taxes calculator

Referrals
IRS Walk in dates (need IRS in-person assisance)
Referral to walk-in dates
Low Income Taxpayer Clinic

Unemployment, Accessing 1099-G
DC unemployment reported on form 1099-G
Maryland unemployment reported on 1099-G
Virginia Unemployment reported on 1099-G 

IRS links
Create an IRS account
Retrieve an IP PIN
IRS online payments

Non-resident return resources

Federal Resources

IRS & VITA Resources

• Pub. 4012-A with updates

• Library of Pub. 4012 and Pub. 4491 from TY2008 to present

• Pub. 17

Federal Topics

Education Credits:

click here to find out if education institute is accredited

ACA

Affordability Exemption Tool (TY2016, TY2017, TY2018): http://www.healthreformbeyondthebasics.org/aca-exemptions-income-tool/
VITA training: http://www.healthreformbeyondthebasics.org/home/for-tax-preparers/
ACA Examples for VITA/TCE Volunteers | View resource
Tax Preparer’s Guide to the Affordable Care Act | View guide

Individual Taxpayer Identification Numbers (ITINs)

Tax credits and ITINs

https://www.irs.gov/individuals/individual-taxpayer-identification-number-itin

Schedule A and Schedule D Help

• Resource for determining valuation of donated goods

  • Pub. 561: Determining the Value of Donated Property

  • https://www.goodwill.org/wp-content/uploads/2020/03/donation_valuation_guide.pdf

  • https://satruck.org/Home/DonationValueGuide

• Determining basis of investments.  Call the volunteers at Carnegie Library at 412-281-7141.

Taxability of Settlement Payments

See IRS Publication 4345:  http://www.irs.gov/pub/irs-pdf/p4345.pdf

OBBBA Resources

• AARP Pub. 4012 Schedule A-1 pages 

• OB3 mini poster 

• Finding tips for Uber and Doordash

• Intake forms

  • AARP Overtime Deduction Worksheet (v. 1.26.2026) with CTA edits

  • AARP Qualified Tip Deduction Worksheet (for employees) (v.1.26.26)

  • AARP Qualified Tip Deduction Worksheet for Schedule C filers with QBI instructions and CTA notes (v.2.2.26)

    • QBI adjustments- quick steps, what to do if a loss carry forward, a sample illustration.

  • AARP Qualified Passenger Vehicle Loan Interest Deduction Worksheet (v.1.3.26)

• Trump Account Resources

  • Taxpayers can sign up and read all the disclosures at trumpaccounts.gov

    • Click here for a Trump Account client flyer

• Training: 

  • MD CASH: Slides video

  • UWSWA VITA comprehensive Guides https://is.gd/vitaob3 

  • How to in TaxSlayer videos:

    • How to make the entries from TaxSlayer

    • Enhanced Senior Deduction  

    • No Tax on Tips 

    • No tax on Overtime 

    • No Tax on Car Loan Interest 

District of Columbia

DC Schedule L

DC D-30 Unicorported Business Taxes

DC chart flows from federal TY24

DC Schedule H 

• Is the rental property eligible?
  start here:  List of properties exempt from DC property tax

• For homeowners (or if needed for renters): 

  1. 1. • Draft Guide to DC Property Tax Database 

        • mytax.dc.gov

        • Address not coming up in database?  Click here, enter address then look for SSL to find the lot and square numbers.

        • Client is not receiving the Homestead exemption or the Senior Citizen exemption? The information is at: http://otr.cfo.dc.gov/node/409562