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 | 1215 | 02-03-2016 Upd |
| Publ 4480 | VITA/TCE Link & Learn Taxes Training Kit | 1015 | 09-29-2015 Upd |
| Publ 4491 | VITA/TCE Training Guide | 1215 | 01-15-2016 Upd |
| Publ 4491-X | VITA/TCE Training Supplement Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) | 1215 | 02-25-2016 Upd |
| Publ 4555-E | VITA/TCE e-instructor guidance | 1015 | 10-05-2015 Upd |
| Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA's) | 1015 | 09-25-2015 Upd |
| Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1015 | 10-06-2015 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 - Coming Together to Strengthen Communities | 1015 | 12-10-2015 Upd |
| Publ 5101 | Intake/Interview and Quality Review Training | 1015 | 10-22-2015 Upd |
| Form 5220 | VITA/TCE Volunteer Site Scope & Referral Chart | 1215 | 12-03-2015 Upd |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1215 | 01-12-2016 Upd |
| Form 13614-C | Intake/Interview & Quality Review Sheet | 1015 | 08-28-2015 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 page • Site Coordinator Corner page • VITA/TCE Central page
Familiarization
District Contributions
| What | Source | Comments |
|---|---|---|
|
2015 Familiarization Training Part 1
Upd
2015 Familiarization Training Part 2 Upd |
Gale S. | Slide deck used in Familiarization class (split into 2 parts to accomadate Office Online viewer |
| Familiarization Training 2015 Day 1 v2.pptx Upd | Harry B. | Slide deck used in Familiarization Day 1 class |
| IRS Form 1040.pptx Upd | Harry B. | Optional Slide deck for Familiarization Day 1 class |
| NJ-1040 Overview.pptx Upd | Harry B. | Optional Slide deck for Familiarization Day 1 class |
| Familiarization Training 2015 Day 2.pptx Upd | Harry B. | Slide deck used in Familiarization Day 2 class |
| Stress Points Fam Problems.docx Upd | Harry B. | Instructor notes for Familiarization Day 2 class |
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 |
|---|---|---|
|
8-06 Cafeteria 125 Medical Benefits Smith Problem TY2013.pptx
Upd
8-06a Smith CAFE 125 Problem TY2013.pdf Upd Cafe 125 Worksheet.xlsx Upd |
Mike S. | Extra training support for Cafeteria 125 in NJ |
| Tax Tips 2015 V1.docx Upd | Mike S. | Misc Tax Tips |
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
A subset of the materials from the Tax-Aide OneSupport system.
-
Communication
- SMT Roundup
- General Program Management
-
Tax Training
- Affordable Care Act (ACA) Training
- Instructor Plans and Aids
- Materials_Presentations
-
NTTC Webinars
- NTTC_Oct_21-23_2015_Webinar
- NTTC TRS Webinars November 18 and 20, 2015
- NTTC TRS Webinars December 16 and 18, 2015
- Policy_Tax Law
- Scope
- Tools
AARP Foundation Tax-Aide Links: Tax-Aide Info page • Volunteer Portal • OneSupport Direct Link
Miscellaneous
| What | Source | Comments |
|---|---|---|
| Scenario Lookup Tool | Al | Lookup SSNs, EINs, Names used in standard problems |