VITA RESOURCES FOR VOLUNTEERS
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    • __Retirement Income
      • __Social Security Income
        • __Missing SSA-1099
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    • __Entering Income
    • Adjustments to Income
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  • HOME PAGE NEW 6-29-25
  • Home-Old
  • HOME
  • TRAINING-ENGLISH
    • BANKS and VITA
  • CAPACITACIÓN
  • FÒMASYON
  • Managers
  • Resolving Issues
  • For Taxpayers
    • ID.ME
  • Training Checklist
  • Train From Home-Getting Started
  • Scholar Training
  • New Volunteer Orientation
  • Practice Lab
  • Recordings of Trainings
  • Ethics & Intake Test
  • Intake Form & Interview
  • Types of Income
    • __Retirement Income
      • __Social Security Income
        • __Missing SSA-1099
      • __CAPITAL GAINS
      • __Self Employment
    • __Entering Income
    • Adjustments to Income
  • HSA
  • Standard Deduction
  • Itemized Deductions
  • Taxes
  • Types of Credits
  • __Non-Refundable
  • __Refundable credits
  • __Education Credit
  • Marketplace
  • Quality Review & Print Sets
  • Explaining a Return
  • Refunds
  • Balance Due
  • Study Guides and More
  • certification
  • Volunteer Agreement
  • Dear IRiS Letters
  • PRACTICE SCENARIOS
  • Practice Quizzes
  • Site Coord Resources
  • State Taxes
    • California
    • New York
    • Ohio
    • Maryland
    • Michigan
    • Virginia
    • Washington D.C.
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • LITC
  • CE CREDITS
  • POA
  • Transcripts
    • MASKED TRANSCRIPTS
    • Pull Transcripts
  • Interpreters
  • Misc Info
    • Typed of Employees-Workers
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • Age Reference
  • Changes
  • Extensions
  • Financial Education
  • Casualty
  • SWFL Training
  • Recruitment
  • Marketing
  • Summer School
  • MARYS OOS STUFF/NOTES
  • Help with Tax Issues
  • Age
  • Uncollectible Status
  • Late Filers
  • New Stuff
  • Self Employment Resources
  • Volunteer Engagement & Managment
  • HOME PAGE NEW 6-29-25

VITA TRAINING

Welcome to VITA!
Why Study & practice?
  • Build confidence and accuracy by learning how to research and apply tax law.
  • Ensure quality service for clients with the support of resources and experienced teammates.
Follow in order-- trainings build on each other...

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Who can be claimed as a dependents?Make sure you VIEW this and use your tools!
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 Click Here for Power Point version

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 Click Here for Power Point version

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​Selecting the correct and BEST is not always obvious--NEVER ASSUME!!
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 Click Here for Power Point version
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​ Click Here for Power Point version

For more on Filing Status Click HEre



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Intake Form-Page 1; Collecting data & determining dependency & filing status.
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 Click Here for Power Point version
I cannot stress the importance of a thorough intake interview.

Get to know your taxpayers and have fun!

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Types of Income & How to enter in the software

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 Click Here for Power Point version

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Try out the Software-Have Fun!​
Results:
For Tax Year 2024:
AGI $57,012 & Refund $1,902
​


Home
About
Contact Me
You can contact me at [email protected] 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17.  I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!
**I am human, so if you find a mistake, please let me know so I can fix it--we are all in this together**
​All images from our UWLHG Canva account unless promoting the resource linked to​
  • Home-Old
  • HOME
  • TRAINING-ENGLISH
    • BANKS and VITA
  • CAPACITACIÓN
  • FÒMASYON
  • Managers
  • Resolving Issues
  • For Taxpayers
    • ID.ME
  • Training Checklist
  • Train From Home-Getting Started
  • Scholar Training
  • New Volunteer Orientation
  • Practice Lab
  • Recordings of Trainings
  • Ethics & Intake Test
  • Intake Form & Interview
  • Types of Income
    • __Retirement Income
      • __Social Security Income
        • __Missing SSA-1099
      • __CAPITAL GAINS
      • __Self Employment
    • __Entering Income
    • Adjustments to Income
  • HSA
  • Standard Deduction
  • Itemized Deductions
  • Taxes
  • Types of Credits
  • __Non-Refundable
  • __Refundable credits
  • __Education Credit
  • Marketplace
  • Quality Review & Print Sets
  • Explaining a Return
  • Refunds
  • Balance Due
  • Study Guides and More
  • certification
  • Volunteer Agreement
  • Dear IRiS Letters
  • PRACTICE SCENARIOS
  • Practice Quizzes
  • Site Coord Resources
  • State Taxes
    • California
    • New York
    • Ohio
    • Maryland
    • Michigan
    • Virginia
    • Washington D.C.
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • LITC
  • CE CREDITS
  • POA
  • Transcripts
    • MASKED TRANSCRIPTS
    • Pull Transcripts
  • Interpreters
  • Misc Info
    • Typed of Employees-Workers
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • Age Reference
  • Changes
  • Extensions
  • Financial Education
  • Casualty
  • SWFL Training
  • Recruitment
  • Marketing
  • Summer School
  • MARYS OOS STUFF/NOTES
  • Help with Tax Issues
  • Age
  • Uncollectible Status
  • Late Filers
  • New Stuff
  • Self Employment Resources
  • Volunteer Engagement & Managment
  • HOME PAGE NEW 6-29-25