Skip down to the IRS Pubs section
For additional documents we have seen (in emails from the RSVP/VITA office, usually), click here.
Document Description & MS Word Link |
PDF Link |
| Backup Procedure - 2 pages detailing how to do an end-of-shift copy of your tax files to a USB thumb drive, and checking your backup. | |
| Business Codes - (Unchanged for TY 2009) 9 pages with the business codes you can never find. Somewhat enhanced by an alphabetical index to main categories on the first page. | |
| Taxwise Notes - 4 pages with helpful information about using the Taxwise software. | |
| ITIN Return General Notes - 2 pages detailing information about preparing and filing returns for taxpayers who have ITINs instead of SSNs. | |
| Packet Procedure - 1 page telling how to assemble hardcopy of returns for sending to the VITA office | |
| Print Instructions - 1 page with detailed directions for printing returns correctly. | |
| Best Choice for Education Credits - 2 pages with guidance about where on the 1040 to use education expenses to the best advantage for the taxpayer. NEW | |
| Hope & Lifetime Learning Credits - 1 page containing special instructions for NC tax returns when the federal returns includes Hope and/or Lifetime credits. | |
| Compare Sales Tax to Income Tax - 3 pages showing how to use the Sales Tax Worksheet to find the best deduction of state taxes for those who itemize. | |
| Where to Find - 1 page telling where to go in TaxWise to calculate different income, credits, etc. | |
| Print Package Setup - 1 page telling how to set Print Package defaults. |
IRS and NC Publications |
PDF Link |
IRS Form 1040 Instructions |
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NC Form D-400 Instructions |
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Pub 970 (Tax Benefits for Education)Reference for handling 1098-T |