NYS Unemployment Compensation

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

Attention 2015 New York Lottery and Video Lottery winners:

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 »

IT-201 Voucher Form

Interim solution to providing Taxpayer with Voucher form is to use the fillable form from the NYS website. 

Tax Prepararation Aid

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/

 

Hardware & Technical Support

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. 

ACA Reporting Flowchart

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.  

ACA Checklist

A useful tool to help navigate through a tax return with ACA involvement.

 

Instructors Workshop – November 4-6, 2015

Agenda

Wednesday Afternoon – 1:00pm

2015 Training Highlights


New AARP Volunteer Website

In / Out of Scope

IRS Update

NYS Update

Thursday All Day 8:30am

Affordable Care Act


TWO Immersion

District TRC Presentations

Roundtable Discussion

Friday Morning – 8:30am

Education Benefits


State Assistance Program

Tech Update

Ethics 101

Volunteer Policy & Procedures


Specific Tax Topics

These presentations will not be updated and reflect information available at the time of the Instructors Workshop

New Location for Posts

Posts in the future will be placed in this space. They will report on NY3 activities, events, etc. , and they will appear in chronological date order with the most recent posts at the top.

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