Tax Prep Reference
Training, Test sites, and Documents, including Link & Learn
The documents linked below are being updated to 2024 versions.
- District 7 (North half of Seattle) Tax Aide Sites
- Form 1040
- Tax Rate and Earned Income Credit tables 2024
- Qualifying Child or Relative Resource Tool Latest Version (Used to be the "tri-fold." Now is 8 pages. )
- Washington State Working Families Tax Credit: Eligibility and Max credit estimate
- How to recover your IP PIN an/or make an online IRS account
- How to setup an installment payment plan
- How to do Medicaid Waivers. Updated for 2022 to include changes in TaxSlayer and interpretation of the tax law. Also applies to prior years. D7 counselors should see the 2024 writeup by China in the D7 google drive.
- How to file for a deceased taxpayer in Washington
- Tax-Aide Scope Manual TY24 (latest version))
- State scope regarding Married Filing Separately
- IRS Forms & Publications
- Pub 4012 for Tax Year 2024 with NTTC Changes (latest version)
- 2024 Pub 17 as PDF or as web pages
- Link and Learn Testing & Certifications
- Link and Learn Training courses
- Pub. 4491 Training Guide with NTCC mods (latest version)
- Form 6744: Volunteer Assistor's Test / Retest -- from IRS website
- IRS note about American Opportunity Education Credit
- When applying for ITIN, you need to take ID and forms to a Certifying Acceptance Agent
- Overseas Spouse
- In class presentations (The ones for TY 2024 are or will be on the Google Classroom):
- ACA Premium Tax Credit 1/4/20, by China Kay. presentation as pdf
- Using the Intake Booklet 1/4/20, by China Kay. presentation as pdf
- Using the Tri-Fold 1/4/20, by Derek Storm. presentation as pdf
- Schedule C Business and expenses, 1/4/, 1/11/20, by Chris Banta. PowerPoint presentation
- Retirement Income (simpified method) 1/11/20, by China Kay. presentation as pdf
- Capital Gains 1/11/20, by Derek Storm. presentation as pdf
- Education Credits 1/18/20, by Derek Storm. presentation as pdf
- Earned Income Credit 1/18/20, by Chris Banta. presentation as pdf
- Scope 1/18/20, by Vasant Katdare. presentation as pdf
- Volunteer Protection Act 1/18/20, by China Kay. presentation as pdf
- Who is eligible for Medicaid or CHIP? (I.e "GOV" medical coverage), by Mary Ekman
Notices from various authorities