- Publication 17 Tax Guide (2018)
- Publication 4012 VITA/TCE Volunteer Resource Guide (2018)
- Publication 4491 VITA/TCE Training Guide (2018)
- Publication 4491W VITA/TCE Problems and Exercises (evergreen)
- Publication 4942 Specialty Course – Health Savings Accounts (2018)
- Publication 4961 VITA/TCE Volunteer Standards of Conduct – Ethics Training (2018)
- Publication 5101 Intake/Interview & Quality Review Training (2018)
- Publication 5157A VITA/TCE Affordable Care Act Taxpayer Scenarios (2018)
- Publication 5307 Tax Reform: Basics for Individuals and Families
- Form 6744 VITA/TCE Volunteer Assistor’s Test/Retest (2018)
- Massachusetts DOR Form 1 Resident (2018)
- Massachusetts DOR Form 1 Resident Instructions (2018)
- 2018 Massachusetts Personal Income tax changes
- Massachusetts DOR Form 1 Resident (2017)
- Massachusetts DOR Form 1 Instructions (2017)
- Massachusetts DOR Form 1 Non-Resident/Part Year Resident (2018)
- Massachusetts DOR Form 1 Non-Resident/Part Year Resident Instructions (2018)
All Tax-Aide documents can be found on the Volunteer Portal in the Libraries tab.
Massachusetts Resource Guides (Mass Manuals) – current and prior years
- Massachusetts Resource Guide – Jan 2019
- Mass Manual Addendum – January 2019 This augments the Oct 2018 version of the manual
- Massachusetts Resource Guide Fall 2018 (aka Mass Manual) – Oct 2018
- Massachusetts Resource Guide Winter 2018 (aka Mass Manual) – January 2018
- Massachusetts Resource Guide Fall 2017 (aka Mass Manual) – October 2017
- Mass Manual Addendum – February 2017
- Massachusetts Resource Guide Fall 2016 (aka Mass Manual) – September 2016
Massachusetts Tools and Quick Guides
- Massachusetts Tax-Aide Scope TY2018 This document augments the national level scope document with Massachusetts unique requirements.
- Massachusetts Interest Entries This is a quick reference on how Massachusetts taxes different types of interest and tells you where to enter that information in TaxSlayer. It’s useful to include this with your 4012 so you have it handy when preparing returns.
- Massachusetts TaxSlayer Intake and Manual Entry Worksheet (24 Jan 2019) This is a tool with three purposes: serve as a Massachusetts Intake Sheet, ensure preparers make the required Massachusetts manual entries, and track the Massachusetts taxability of the taxpayer’s IRA distributions. It’s useful to fill this out for each taxpayer, then use the Worksheet to complete the Massachusetts return and do the required quality review. When complete, it should be included in the taxpayer’s envelope with the other tax documents.
- Taxable IRA Distribution Worksheet for MFJ Returns (17 Feb 2019) This is a tool track the taxability of a taxpayer and spouse’s IRA distributions. It only needs to be used if it’s a MFJ return and both taxpayer and spouse took IRA distributions and each contributed to an IRA while Massachusetts residents. When complete, it should be included in the taxpayer’s envelope with the other tax documents
- Special Worksheet to Calculate Taxability of State Tax Refund including Circuit Breaker Credit (29 Jan 2019) This worksheet should be used to determine the taxability of a 2017 Massachusetts refund that includes a Circuit Breaker Credit. See the worksheet for the conditions where this is required. When complete, it should be included in the taxpayer’s envelope with the other tax documents
- Massachusetts Optional Sales Tax Tables These tables are excerpts from the 2017 and 2018 1040 Schedule A Instructions — but in a much larger font.
- Massachusetts Circuit Breaker Calculators. If the taxpayer’s property is larger than one acre, you can use these calculators to determine how much of the real estate taxes paid can be used for the Circuit Breaker credit. Download the Excel version or download and print a PDF worksheet.
- IRS and DOR Mailing Addresses. This is a list of mailing addresses and phone number for the IRS and DOR.