To quickly find what you need, search this page by clicking Ctrl+F on a Windows machine, or Command+F on a Mac.
Quick Links:
- click here for Library of Pub. 4012 from TY2011 to present
- click here for Volunteer Resource Guides
- Education Credit: click here to find out if education institute is accredited
- DC Property Tax Database (need details on how to search? scroll down)
- Address not coming up in database? Click here, enter address then click on SSL to find the lot and square numbers.
- Client is not receiving the Homestead exemption or the Senior Citizen exemption? Help them fill out the application. They should apply in person. The information is at: http://otr.cfo.dc.gov/node/409562
- DC Schedule L credit
- DC D-30 Unincorporated Business taxes
- State tax forms and instructions
DC Property Tax Database and Square and Lot Number Look up
Address not coming up in database after following instructions below? Click here, enter address then click on SSL to find the lot and square numbers.
The DC Property Tax Database can help you find:
- Amount of Property Tax Paid by client
- If property is paying tax (if not, may be tax exempt and client may not be eligible for renter’s credit)
- Find out registered name and address of property owner
Here’s how to use it:
- Visit https://www.taxpayerservicecenter.com/RP_Search.jsp?search_type=Assessment
- Fill in address and click on “Search Now”
If the address does not show up, and you need to look up the square and lot number, click here, enter the address, the click on SSL - Click on the Square/Suffix/Lot number
- Scroll down and click on “View Tax Information”
- Click in the Real Property Tax tab
DC Ward Lookup
Find out what ward you live in, in DC: http://dcatlas.dcgis.dc.gov/mar/
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/
TaxWise ACA Worksheet Quick Guide | View resource
ACA Examples for VITA/TCE Volunteers | View resource
Tax Preparer’s Guide to the Affordable Care Act | View guide
Individual Taxpayer Identification Numbers (ITINs)
https://www.irs.gov/individuals/individual-taxpayer-identification-number-itin
Marital Status Issues
Determining which states have common law marriage: www.unmarried.org
Determine if your client is still married to a long-time separated spouse, or if your client is interested in divorce:
- DC: http://www.dccourts.gov/internet/public/aud_divorce/main.jsf or,
http://www.dcbar.org/for_the_public/programs_and_services/divorce.cfm - MD: http://www.womenslaw.org/laws_state_type.php?id=177&state_code=MD
Maryland Homeowner’s Tax Credit and Renter’s Tax Credit:
- Separate from the tax return, due September 1st
- Information on the Renter’s Credit at: http://www.dat.state.md.us/sdatweb/rtc.html
- Information on the Homeowner’s Credit at: http://www.dat.state.md.us/sdatweb/htc.html
Refund Status
Gather your Social Security Number, Filing Status, and expected refund, and then contact one of the following:
- Internal Revenue Service: 1-800-829-1954
- District of Columbia: 202-727-4829
- Maryland
- Virginia: 804-367-2486
Schedule A and Schedule D Help
- Resource for determining valuation of donated goods
- Determining basis of investments. Call the volunteers at Carnegie Library (10 or 20 available during tax season) at 412-281-7141.
Taxability of Settlement Payments
See IRS Publication 4345: http://www.irs.gov/pub/irs-pdf/p4345.pdf
Unemployment, Amount Received
- DC unemployment reported on form 1099: https://does.dcnetworks.org/claimantservices/Logon.aspx (scroll down for “Form 1099 data” link)
- Maryland unemployment reported on 1099-G: http://www.dllr.state.md.us/employment/1099ginfo.shtml
- Virginia Unemployment. Direct taxpayer to their unemployment office
Tax Refunds Offset for Student Loans
See: https://procedurallytaxing.com/offset-of-tax-refund-to-pay-student-loan-debt/