How-To's
How-To's Common to Federal and State
Interviewing and Quality Review **NEW!
Look-Ups
- EIN Search Tool
- Database of Accredited Institutions
- Historical Stock Prices
- Tax Exempt Organization Search
- Thrift Store Values
- Oregon Volunteer Tax Sites
- AARP Tax-Aide — Map – List
- Josephine County — Locations on Website
- MFS-CASH Oregon — Map – List
- Oregon Dept of Revenue (During Tax Season)
Federal How-To's
- Education
- Restricted and Unrestricted Scholarships & Grants
- Tax Exclusions for Veterans
- AOC – Flow Chart with Definitions for students under 24 to determine if eligible for the refundable portion
- US Treasury Fact Sheet: Pell Grants & AOC –This document was the first to recommend allocating unrestricted scholarships to living expenses to maximize credits.
- ITINS
- ITIN Procedures List
- ITIN Renewal Letter Sent to Taxpayers – example
- W-7
- Pub 1915 – Understanding your ITIN — English || Spanish
- Other
- ABLE Account Withdrawal — 1099-QA
- Calculating Medical Insurance Payments for Sched A when TP has 1095-A
- Funeral Trusts
- Home Caregiver Worker PTO Payments Reported on 1099-NEC
- Residential Energy Credits – Tip Sheet
- Ride Share & Gig Work: Income & Expenses
- Qualified Tips Deduction Worksheet ( W2) *New
- Qualified Tip Deduction Worksheet (Self-Employed) *New
- Qualified Overtime Deduction Worksheet *New
- Qualified Passenger Vehicle Loan Interest Deduction Worksheet *New
- Trump Accounts Guidance (Form 4547) *New