Reviewing the return with a client: After I review the return with the taxpayer I ask if they have any questions, if they don't I say something like:
"For me to efile this for you, I have to say 'under the penalty of perjury, you have reviewed your return and to the best of your knowledge it is true, accurate, and complete, because you are ultimately responsible for your return, not me. If you agree, sign here and I can e-file your return for you.'" |
New Stock Summary Screen!
|
Just started adding High School training sessions--informative but shorter-- hands on practice each session!
Click on Recordings of Training above to find them or use the search box. |
This AARP guide is great in determining not only dependency, filing status & also what credits the client is entitled to,
|
|
Skills you can gain with VITA!
Great for resume's and cover letters. A LIVE Document --for everyone--feel free to add something. |
Helpful IRS Links |
Have a Question, Suggestion, or see a Mistake?
|
PUB 4012 (Volunteer Handbook)
PUB 6744 Volunteer Test Book PUB 4491 (Training Guide) PUB 4491-X--updated usually in January, it shows any corrections and additions made by IRS to PUB 4012, 6744, and 4491**ehy pubish this and DO NOT updated online PDFs PUB 17 (general rules for filing a federal income tax return) Where's My Refund? Where's My Amended Return? IPPIN Identity Theft PIN Link & Learn (visit my training page to learn more) |
|
You can contact me at maryvitataxes@gmail.com
|
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 |