February 11th, 2016
1099G for 2015 is now available online.
Please note that Tax form 1099G will only be mailed upon request. However, you can view and print your 1099G for calendar year 2015 (and prior) on this website immediately. Log in with your NY.GOV ID, then click on Unemployment Services and View/Print your 1099G .
If the TP does not have a NY GOV ID go to this site to get one. (Caution: This could be a 10-15 minute process if you are thinking of doing at the Tax-Aide site. Also the Taxpayer must have an email address)
If they would like to request to have it mailed, call 888-209-8124 and follow the automated instructions (you do not need to speak to a representative). For more information, see our frequently asked questions.
February 10th, 2016
If the taxpayer received Form W-2G and need to file 2015 federal and state tax returns, use the federal tax ID number for the New York Lottery when preparing your returns.
Federal tax ID number: 14-1588338 Read more »
February 3rd, 2016
Interim solution to providing Taxpayer with Voucher form is to use the fillable form from the NYS website.
February 2nd, 2016
TaxHelper by Sam Kaplan – This is a 2-page matrix of links to many sources of tax information. It is useful for obtaining quick help when preparing Federal and NY taxes, particularly for tax counselors using TaxWise software. http://nytaxaide.org/ny4/
January 28th, 2016
This document has been created to help you access the correct hardware and technical support from TaxWise and the IRS during the tax season. It also includes an escalation process to use if you do not receive a satisfactory response to your issue or problem.
January 25th, 2016
An excellent guide that starts with the Intake Interview & QR sheet and steps you through the ACA forms in Taxwise that need to be completed to finish your ACA reporting.
January 17th, 2016
A useful tool to help navigate through a tax return with ACA involvement.
October 12th, 2015
Wednesday Afternoon – 1:00pm
2015 Training Highlights
New AARP Volunteer Website
In / Out of Scope
Thursday All Day 8:30am
Affordable Care Act
District TRC Presentations
Friday Morning – 8:30am
State Assistance Program
Volunteer Policy & Procedures
Specific Tax Topics
These presentations will not be updated and reflect information available at the time of the Instructors Workshop