Tax Research

We appreciate our loyal MyTAXPrepOffice customers and look forward to partnering with you for another successful tax season. Our expert support team is here to help you with any tax software questions you may encounter, however, we are unable to provide tax advice. Examples of tax advice include:

1. What is the new CTC credit?
2. Does my client qualify for the EIC?
3. How do I file for someone who lived in another state part of the year?
4. Does a certain relationship (nephew, uncle, etc.) qualify as a dependent?
5. Is this form completed correctly?

Most tax questions can be answered with a review of the instructions and information at www.IRS.gov.

We understand this will be a challenging year with many changes to the tax law and common forms. Please visit the IRS Tax Reform website at https://www.irs.gov/tax-reform to learn about the recent tax changes for Tax Year 2018 that could affect your clients.

Below are some helpful tax links to aid in answering some of your most frequently asked tax questions.*

FORMS, PUBLICATIONS & INSTRUCTIONS

Complete List of Forms, Publications & Instructions

TAX GUIDE 2018 FOR INDIVIDUALS

Publication 17

E-FILING INFORMATION

Modernized e-File (MeF) Operational Status
Handbook for Authorized IRS E-file Providers of Individual Income Tax Returns

WHAT YOU NEED TO KNOW ABOUT THE NEW FORM 1040

For Tax Year 2018, Form 1040A and Form 1040EZ have been replaced by a new Form 1040. If you have a more complicated return, you will need to complete one or more of the new Form 1040 Schedules. 

1040 QuickFinder Handbook (quick reference tax answers)
Frequently Asked Questions About 2018 Form 1040 
2018 Form 1040
2018 Instructions for Form 1040 (HTML
Schedule 1
Schedule 2
Schedule 3
Schedule 4
Schedule 5
Schedule 6
Schedule A (Itemized Deductions)

FREQUENTLY ASKED TAX QUESTIONS

Adding and Completing a Schedule C
Completing Form 1099-R
Completing the EIC
Dependent Types
Filling in Form 1099-MISC
Form W-2 Overview
Form 1040-SS
Health Care Information Forms for Individuals (Forms 1095-A, 1095-B, and 1095-C)
Starting an Individual Tax Return
Understanding Disabled Spouse Tax Benefits 
Understanding the 2018 ACA Worksheet
Understanding the Child Tax Credit

CHILD TAX CREDIT

IRS Publication 972: https://www.irs.gov/pub/irs-pdf/p972.pdf provides information about changes to the Child Tax Credit.

TAX REFORM BASICS FOR INDIVIDUALS & FAMILIES

IRS Publication 5307: https://www.irs.gov/pub/irs-pdf/p5307.pdf provides information to help individual taxpayers understand the new law, take action – if necessary – and comply with their federal tax return filing requirements.

TAX REFORM FOR BUSINESS

IRS Publication 5318: https://www.irs.gov/pub/irs-pdf/p5318.pdf provides information about changes to deductions, depreciation, expensing, credits, fringe benefits and other items that may affect business’ tax liability and bottom line.

STATE TAX INFORMATION

Listing of State Departments of Revenue
National Association of Tax Professionals (NATP) State Chapters
Center for State Tax Policy (Tax Foundation)

GENERAL TAX INFORMATION

Income Tax Calculator
Basic Tools for Tax Professionals 
Bloomberg Tax & Accounting Insight Center
IRS Tax Professionals Home Page
IRS Fact Sheets
IRS News
IRS Tax Information (Spanish)
IRS e-Services 
IRS Telephone Assistance
IRS Disaster Relief Information
Parker Pro Tax Library Articles
TaxSearch.org

ADDITIONAL TRAINING

For additional MyTAXPrepOffice training, please visit our Training Video Library.
In addition, please subscribe to our YouTube channel for up to date videos on all aspects of MyTAXPrepOffice.


*Although Advanced Tax Solutions LLC provides links to third party sites, Advanced Tax Solutions, LLC is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on any information contained within any third party site.