IRS Coronavirus Tax Relief Information

IRS Refund Status Information

2020 TAX FILING SEASON

Please note that library staff does not give tax advice and the following links are a guide to information.  Please consult a tax office or tax preparer with questions.

Federal Tax Information and Forms to Download 

**Federal tax filing and payment deadline extended to July 15, 2020 - see this link for more details**

IRS Federal Forms 
Call 1-800-829-3676 to order IRS forms by U.S. Mail

Where to mail your Federal tax forms if you are a New York State Resident.

Form 1040 -- Instructions (2019) tax tables begin on page 62

Schedules 1-3-- Form 1040 (2019)

Additional schedules -- Form 1040 (schedules A, B, C, etc.)

Form 1040-V Payment Voucher (2019)

Extension Form 4868 - Federal (2019)
File Form 4868 by April 15, 2020

Prior Year Federal Tax Forms & Instructions Search
 

New York State Tax Information and Forms to Download 

**NY State tax filing and payment deadline extended to July 15, 2020 - see this link for more details**

Forms by Number
Forms by Year

Form IT-201, Resident Income Tax Return (2019)

Printable PDF Form IT-201 (2019)

Instructions for IT-201 (2019) - Resident Income Tax Return Instructions (tax tables begin on page 49)

 

IT-201-V Payment Voucher for New York State Income Tax Returns

 

IT-214 for 2019 (Instructions) - Claim for Real Property Tax Credit 

IT-214 for 2018 (Instructions)

IT-214 for 2017 (Instructions)

IT-214 for 2016 (Instructions)

 

Enhanced Form IT-196 - Itemized Deductions for tax years 2018 and after: New York Resident, Nonresident, and Part-Year Resident Itemized Deductions.

IT-201-D - Itemized Deductions for tax years 2017 and prior: Resident Itemized Deduction Schedule

Where to mail New York State Personal Income Tax Returns

Please note that to Apply for an extension of time to file an income tax return you have to complete the request via an online service. Individuals may also call 518-457-5181 between 8:30am-4:30pm if they have questions. New York State does not have form IT-370 available on its website and any copies found on other websites may not be a valid documents if an individual mails that to the state. New York State will also not accept Federal extension forms.
 

Order NYS forms via automated telephone service 518-457-5431. 
Forms take up to 2 weeks for delivery and you can order up to 5 forms. Please note that delivery time and amount of forms that you are able to order may vary depending on call volume and form availability.
TDD/TTY: If you have a hearing or speech impairment and have access to a Text Telephone (TTY), Dial 7-1-1 for the New York Relay Service

Local Tax Help at Library Locations

** Tax help at libraries is currently suspended due to the COVID-19 pandemic.

General Tax Help

Federal Tax Offices - New York
IRS Taxpayer Assistance Centers are your source for personal tax help when you believe your tax issue cannot be handled online or by phone, and you want face-to-face assistance.  To locate the nearest Volunteer Income Tax Assistance (VITA) site, call 1-800-906-9887.

New State Department of Taxation and Finance - Contact Information
Tax offices no longer offer walk-in services.  However, the website provides an answer center, telephone numbers, a mailing address, and a link to check income tax refund status.
 

Community Tax Help

AARP Foundation Tax-Aide Program  (Due to Covid-19, Program suspended until further notice)
AARP Foundation Tax-Aide offers free, individualized tax preparation for low-to moderate-income taxpayers - especially those 50 and older - at nearly 5,000 locations nationwide. Find a location near you! Please review the documents to take with you.

UB School of Management - Free Tax Preparation  (Due to Covid-19, Program suspended until further notice)
IRS-certified students from the UB School of Management will again provide free tax preparation services to individuals and families with annual incomes below $54,000. The service is provided by the IRS-sponsored Volunteer Income Tax Assistance (VITA) program with volunteers from the UB chapter of Beta Alpha Psi, an international honors organization for accounting and finance students, with help from the UB Accounting Association.

Volunteer Income Tax Assistance (VITA) 
The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $55,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. Please double check what to bring before attending a session.

 

Websites

Affordable Care Act (ACA) Tax Provisions

CNN Money
The latest in tax law updates, news, forms & advice.

Internal Revenue Service (IRS)
The IRS is the US government agency responsible for tax collection and tax law enforcement. Contains downloadable forms and instructions.

New York State Department of Taxation and Finance
Corporate, personal, sales and other NYS tax and finance related information.  Also contains downloadable forms and instructions.

Yahoo!Finance
Tax articles, calculators, tools, and advice from Yahoo! Personal Finance. Includes tax tips, glossary, checklist, calendar, how-to guides, and more.

 

Community and Local Links 

Assessment and Taxation Department – City of Buffalo 
This department deals with city property tax, sewer rent bills, local assessment bills, tax sale certificates, and other tax notices.

Erie County Department of Real Property Tax Services
Contains tax rate history, auction & foreclosure information, forms, public notices, general tax & assessment information, and you can pay property taxes online.

 

Databases

Business Insights:  Essentials
Search this database to find detailed company and industry news and information. It brings together company profiles, brand information, rankings, investment reports, company histories, chronologies and periodicals.  Virtual Tour

USA.gov 
USA.gov offers easy, one-stop access to all online U.S. Federal Government resources. Users can browse information about money and taxes.

 

Library Materials

Click on the following topics for a quick search in the Library's Catalog.

Accounting
Business Taxes 
Income Tax
Tax History