Reference Library
Federal Forms and Instructions
- Form 1040 (Instructions) - U.S. Individual Income Tax Return
- Form 1040A (Instructions) - U.S. Individual Income Tax Return
- Form 1040EZ (Instructions) - U.S. Individual Income Tax Return
- Schedule A (Instructions) - Itemized Deductions (Outside VITA scope)
- Schedule B - Interest and Ordinary Dividend
- Schedule C-EZ (Instructions) - Net Profit from Business
- Schedule EIC - Earned Income Credit
- Schedule L - Standard Deduction for Certain Filers
- Schedule M (Instructions) - Making Work Pay Credit and Government Retiree Credits
- Schedule R (Instructions) - Credit for the Elderly or the Disabled
- Schedule SE (Instructions) - Self-Employment Tax
- Form 2441 (Instructions) - Credit for Child and Dependent Care Expenses
- Form 4852 - Substitute for Form W-2 or Form 1099-R Statements
- Form 8812 - Additional Child Tax Credit
- Form 8863 (Instructions) - Education Credits (American Opportunity/Lifetime Learning)
- Form 8880 - Credit for Qualified Retirement Savings Contributions
- Form 8917 - Tuition & Fees Deduction
- Form 1040V - Payment Voucher
- Form 13614c - Client Intake Sheet
- Form 8158 - Quality Review Sheet
Federal Worksheets
- 8863 Credit Limit Worksheet
- Child Tax Credit Worksheet
- Earned Income Credit - Worksheet A
- Earned Income Credit - Worksheet B
- IRA Deduction Worksheet
- Qualified Dividend and Capital Gain Worksheet
- Social Security Worksheet
- Standard Deduction Worksheet
- Student Loan Interest Deduction Worksheet
Federal Forms and Instructions for Nonresidents
- Form 1040NR (Instructions) - U.S. Nonresident Alien Income Tax Return
- Form 1040NR-EZ (Instructions) - U.S. Nonresident Alien Income Tax Return
- Form 843 (Instructions) - Claim for Refund and Request for Abatement
- Form 8316 - Information Regarding Request for Refund of Social Security Tax Erroneously Withheld on Wages Received by a Nonresident Alien on an F, J, or M Type Visa
- Form 8843 - Statement for Exempt Individuals and Individuals With a Medical Condition
Federal Publications
- Publication 17 - Your Federal Income Tax
- Publication 519 - U.S. Tax Guide for Aliens
- Publication 4491 - Student Training Guide
- Publication 4491w - Comprehensive Problems and Exercises Workbook
- Publication 4011 - Volunteer Resource Guide for Foreign Student & Scholars
- Publication 4012 - Volunteer Resource Guide
- Publication 901 - U.S. Tax Treaties
New York State Forms and Instructions
- Form IT-201 (Instructions) - Resident Income Tax Return (Long Form)
- Form IT-2 - Summary of W-2 Statements
- Form IT-1099-R - Summary of Federal Form 1099-R Statements
- Form IT-1099-UI - Summary of Unemployment Compensation Payments from 1099-G
- Form NYC-210 (Instructions) - New York City School Tax Credit
- Form IT-213 (Instructions) - Empire State Child Credit
- Form IT-214 (Instructions) - Real Property Tax Credit
- Form IT-215 (Instructions) - Earned Income Credit
- Form IT-216 (Instructions) - Child and Dependent Care Credit
- Form IT-272 (Instructions) - College Tuition Credit
- Form IT-201-V - Payment Voucher
New York State Tax Forms for Nonresidents
- Form IT-203 (Instructions) - Nonresident and Part-Year Resident Income Tax Return
- Form IT-203B (Instructions) - Nonresident and Part-Year Resident Income Allocation Worksheet
- Form IT-360.1 (Instructions) - Change of City Resident Status
New York State Publications
- Pulication 10-W - FAQs: New York State College Tuition Credit & Itemized Deductions
- Publication 22 - FAQs: New York State's Real Property Tax Credit
- Publication 36 - General Information for Senior Citizens and Retired Persons
- Publication 80 - General Income Tax Information for New York State Residents
- Publication 99-IND - General Information on Tax Credits for Individuals
