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University at Buffalo Libraries

2013 Tax Quick Guide



Looking for tax forms and hints? This brief guide provides selected links to federal and state forms, and tips offered by tax professionals. Consult Taxes at http://libweb.lib.buffalo.edu/guide/guide.asp?ID=34 for more detail.

Disclaimer: Library staff lack training as tax professionals and cannot answer tax-related questions. Use the links on this Web site at your own risk. Consult a qualified professional if you need assistance preparing tax returns. Consult the Tax Clinics section below to see if you are eligible for free tax services

The following documentation is usually required when completing taxes:

  • Social Security number.
  • Identification.
  • Date of birth for you, spouse and dependents.
  • Wage and earning statement(s), Forms W-2 and 1099, from all employers.
  • Interest and dividend statements from banks (Forms 1099).
  • A copy of last year's federal and state tax returns if available.
  • Bank routing numbers and account numbers for direct deposit.

Those purchasing services from tax professionals should be aware of the Consumer Bill of Rights Regarding Tax Preparers (http://www.tax.ny.gov/tp/cbr/default.htm).


Federal Taxes

Forms and Publications (U.S. Internal Revenue Service)
http://www.irs.gov/Forms-&-Pubs
Links to current and historical federal tax forms and background documentation.


State Taxes

New York State Tax Forms (New York State. Department of Taxation and Finance)
http://www.tax.ny.gov/forms/
Provides information for individual and business taxes, plus links for tax professionals and the media.

State Tax Department Websites (Drake Software)
http://www.1040.com/state-taxes/state-tax-department-websites/
Links to tax Web sites of all 50 states.


Tax Tips (See the disclaimer above)

Federal Tax Guide (Drake Software)
http://www.1040.com/federal-taxes/
Covers filing basics, income, withholding, dependents, tax credits, deductions, refunds, tax payments, IRS tax calendar, and tax tips. This site also includes online calculators, a tax estimator, and fee-based online tax services.

H & R Block

  • Tax Preparation Checklist: What You’ll Need to File
    http://www.hrblock.com/offices/tax-preparation-checklist.html
    A tax preparation checklist for individuals covers:

    Personal Information
    Other people who may belong on your return
    Education Payments
    Employee Information
    Self-Employment Information
    Vehicle Information
    Rental Income
    Retirement Income
    Savings and Investments
    Other Income
    Deductions and Credits
    IRA
    Information If you were affected by a federally declared disaster

  • Small Business Tax Prep Checklist: What You'll Need to File
    http://www.hrblock.com/offices/small-business-tax-preparation-checklist.html
    Quoted from Web site:
    “Running your own business doesn't mean you have to do everything. Our business advisors will provide a free comprehensive review and assessment of key tax topics related to running your business. There is no cost, no commitment and no obligation. The consultation will cover:
    • Tax deductions and credits for your business.
    • Income and expense record keeping guidance.
    • General tax guidance for employees and contractors.
    • Project and plan for quarterly and year-end taxes.”
  • Tax Tips and Calculators
    http://www.hrblock.com/free-tax-tips-calculators/index.html
    Includes a 2012 tax estimator, a form that asks tax questions, tax articles, a tax blog, and the latest tax advice.

Tax Credit Reporting Service for Students (Affiliated Computer Services, Inc.)
http://www.1098-t.com/
Intended to help students determine their eligibility for the Hope Scholarship and Lifetime Learning tax credits.

Tax Information For Individuals (U.S. Internal Revenue Service)
http://www.irs.gov/individuals/index.html

Tax Tools (Drake Enterprises)
http://www.1040.com/tax-tools
Includes a tax estimator, tax calculators, and related publications, forms, and worksheets.

TaxAct.com (Story Software, Inc.)
http://www.2ndstorysoftware.com
Download free software for completing basic federal tax forms, and purchase software for completing more complicated federal returns and state forms.  The Tax Info tab links to resources about tax planning and related checklists, tax tools and calculators, tax law changes, IRS and state government resources, mobile apps, articles, and a blog.

Your Federal Income Tax For Individuals, Tax Guide 2011. Publication 17 (U.S. Internal Revenue Service)
http://www.irs.gov/pub/irs-pdf/p17.pdf
A comprehensive guide that covers all aspects of federal income taxes.


Tax Clinics

AARP Foundation Tax-Aide Locator
http://www.aarp.org/applications/VMISLocator/searchTaxAideLocations.action
Enter your zip code to locate places that offer tax services to the elderly and to those with limited incomes.  This directory is one of the most comprehensive available.

CASH Coalition of Buffalo
http://www.uwbec.org/cashbuffalo
In collaboration with the United Way of Buffalo and Erie County, CASH offers free tax assistance to qualified individuals.  Call 888-696-9211 or 2-1-1 for appointments or use the http://myfreetaxes.com/cashbuffalo link.

International Student and Scholar Services (University at Buffalo)
http://wings.buffalo.edu/intlservices/tax.html
Provides basic Webcasts and other basic information international students need to complete their federal and state taxes.  Call 716-645-2258 if you have questions.

Myfreetaxes.com (Walmart)
http://myfreetaxes.com/
Provides a 3-step guide to completing federal taxes, and links to articles about free tax services.

Volunteer Income Tax Assistance (VITA) andTax Counseling for the Elderly (TCE) Programs (U.S. Internal Revenue Service)
http://www.irs.gov/individuals/article/0,,id=107626,00.html
A directory to IRS certified volunteers who provide free tax services for qualified individuals. VITA helps those earning less than $52,000. TCE assists everyone, but offers priority to those over 60 years old.  VITA/TCE uses the AARP directory cited above to refer you for tax services.