TaxPrep4Free.org   Resources for Volunteer Tax Preparers This is for TY2016
Click for TY2015
Flag if new:

TRCs and Instructors

Resources of interest to TRCs and Instructors

IRS Training Related Materials

See Pub 4491-X for updates to IRS Training Documents

-->
Product Number Title Rev Post
Publ 4012 VITA/TCE Volunteer Resource Guide 1016 10-07-2016 Upd
Publ 4480 VITA/TCE Link & Learn Taxes Training Kit 1015 09-29-2015 Upd
Publ 4491 VITA/TCE Training Guide 1216 01-10-2017 Upd
Publ 4491-X VITA/TCE Training Supplement Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) 1216 12-29-2016 Upd
Publ 4555-E VITA/TCE e-instructor guidance 1016 10-14-2016 Upd
Publ 4942 VITA/TCE Specialty Course - Health Savings Accounts (HSA) 1016 10-03-2016 Upd
Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 1016 10-03-2016 Upd
Publ 4961 (SP) Normas de Conducta para los Voluntarios en los VITA/TCE - Entrenamiento de Etica 1115 11-24-2015 Upd
Publ 5088 Site Coordinator Training 1016 10-05-2016 Upd
Publ 5101 Intake/Interview and Quality Review Training 1016 10-05-2016 Upd
Publ 5157 VITA/TCE Affordable Care Act 1114 11-18-2014 Upd
Publ 5157-A VITA/TCE Affordable Care Act - Taxpayer Scenarios 1016 09-30-2016 Upd
Publ 5159 SPEC Partner Filing Season Readiness Training Guide 1014 10-15-2014 Upd
Publ 5182 VITA/TCE Specialty Course Cancellation of Debt (COD) Principle Residence 1214 01-09-2015 Upd
Form 5220 VITA/TCE Volunteer Site Scope & Referral Chart 1216 01-11-2017 Upd
Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1216 01-12-2017 Upd
Form 13614-C Intake/Interview & Quality Review Sheet 1016 09-08-2016 Upd
Form 36114-C (SP) Intake/Interview & Quality Review Sheet (Spanish Version) 1015 12-09-2015 Upd
Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1015 08-28-2015 Upd

IRS Links: IRS Forms and Publications pageSite Coordinator Corner pageVITA/TCE Central page


Familiarization

District Contributions

What Source Comments

Please send anything you've done which might be of interest to other districts to Al@TaxPrep4Free.org to be included here.

Familiarization Links: Familiarization Student page


Tax Law

District Contributions

What Source Comments

Please send anything you've done which might be of interest to other districts to Al@TaxPrep4Free.org to be included here.

Tax Law Links: Tax Law Student page


AARP Tax-Aide Training Related Materials

Selected Tax Training articles from the Tax-Aide OneSupport system.


AARP Foundation Tax-Aide Links: Tax-Aide Info pageVolunteer PortalOneSupport Direct Link


Miscellaneous

What Source Comments
Scenario Lookup Tool Al Lookup SSNs, EINs, Names used in standard problems