VITA RESOURCES FOR VOLUNTEERS
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  • __Retirement Income
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    • MASKED TRANSCRIPTS
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  • Home
  • New Stuff
  • Training Checklist
  • Train From Home-Getting Started
  • Scholar Training
  • New Volunteer Orientation
  • Practice Lab
  • Recordings of Trainings
  • Ethics & Intake Test
  • Intake Form & Interview
  • Dependents
  • Filing Status
  • 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
  • ID.ME
  • Misc Info
    • Typed of Employees-Workers
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • United Way of Lee, Hendry & Glades
  • Age Reference
  • Changes
  • Extensions
  • Financial Education
  • Casualty
  • SWFL Training
  • Recruitment
  • Marketing
  • Summer School
  • Partner with VITA
  • MARYS OOS STUFF/NOTES
  • FAFSA
  • Help with Tax Issues
  • New Page
  • Age
  • Blog
  • playing new home
  • Uncollectible Status
  • Late Filers
Scroll Down for tons of VITA Goodies!
THE IRS HAS BEEN  REMOVING FORMS- PUBLICATIONS AND YOU CAN FIND THEM HERE   
and..  
Links to Intake forms in other languages (please note many were not updated to 2024)  Thank you for sharing Tasha- UW KIng County!
Short Training Session-Starter for Advanced Topics
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CLICK HERE TO USE THE RESIDENCY CHECKER TOOL!
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VITA Training-- everything you need to learn, practice, and IRS certify.

VOLUNTEER

MANAGEMENT

IDEAS SHARED BY
​
VITA PROGRAMS
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Have Tax Questions,
​
Need guidance using Software, have questions on the Certification?
Jump online--FREE Help
Every Saturday
​ 7-9pm EST
Nov 2, 2024- Jan 25, 2025
Click Image below to Join
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Meeting ID: 852 5073 5444
Passcode: 620362
One tap mobile
+13052241968

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 Prior Year PUBs
Thank you Teresa H.!
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Never Stop Practicing-Reviewing-Learning
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How old are you on a specific day?
Helpful when using Taxslayer's Simplified Method Worksheet
Build Your Resume
Go on, brag about the
amazing work you do!  
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Helping Taxpayers access their
​IRS accounts, and Types of Transcripts.
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 For the Taxpayer
Resources to Share
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Getting a refund that will be garnised?Don't process Refund until you read this.
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Accessing Your Account
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Resources for Everyone!
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Other Training Resources you might like or prefer
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Coming Soon!! -----My Future Projects for 2024-- I will need everyone's help with these.
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Helpful IRS Links

Have a Question, Suggestion, or see a Mistake?
PUB 4012 (Volunteer Handbook) English
PUB 4012 (Espanol)
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)


Click to Send
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
  • New Stuff
  • Training Checklist
  • Train From Home-Getting Started
  • Scholar Training
  • New Volunteer Orientation
  • Practice Lab
  • Recordings of Trainings
  • Ethics & Intake Test
  • Intake Form & Interview
  • Dependents
  • Filing Status
  • 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
  • ID.ME
  • Misc Info
    • Typed of Employees-Workers
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • United Way of Lee, Hendry & Glades
  • Age Reference
  • Changes
  • Extensions
  • Financial Education
  • Casualty
  • SWFL Training
  • Recruitment
  • Marketing
  • Summer School
  • Partner with VITA
  • MARYS OOS STUFF/NOTES
  • FAFSA
  • Help with Tax Issues
  • New Page
  • Age
  • Blog
  • playing new home
  • Uncollectible Status
  • Late Filers