Click on Training Checklist--it will guide you with links to to everything about VITA tax-prep from beginning to end.
​ Check it out! 
Thank you to everyone who has shared resources, provided feedback, corrected my mistakes, made suggestions, and emailed me when they had questions. Thank you!
Training Checklist
ZOMBIE CLIENTS? 
What to do when the IRS says your cleint is deceased. Click image to learn more (HINT--Don't let them scratch/bite you)
Put VITA on your Resume! This document contains verbiage shared by many VITA/TCE program managers to help our volunteers describe the valuable skills they learned--great for resume's and cover letters. A LIVE Document --for everyone--feel free to add something. 
For Resume'

Please scroll down!
Volunteer​ FAQs
Hablo Espanol?
For Volunteer Tax Preparers, Quality Reviewers, and Site Coordinators
Click on Training Checklist to access ALL tax topics!
Training Checklist
Recordings of Trainings
Certification Tests
Changes for TY2022
Study Guides & More
Practice
​Scenarios
Quality
​Review
Amending
​ Return
International Student
ColoradoTaxaide Resources
Additional Resources for SWFL Volunteers and Information on IRS Transcripts                                               
Greeter, Intake, and Interpreters
United Way of Lee, Hendry & Glades 
IRS Transcript
​Overview
Redacted (Masked) Transcripts?
Other Resources for Tax-preparers, Reviewers, & Coordinators:
Miscellaneous Stuff
Site Coord. Info
For Clients:
For Clients
 What to do with That Refund
Balance Due
​ Return
USING ID.ME 
Non-emergency Help/Resources
More great resources:
IRS Interactive Assistance
VITA Train
The Quick Guides on the next button have so much information and links to much much more. It was shared by taxvolunteers.com out of  NC. Thank you for sharing! There really are some great resources in here.
Quick Guides
The Current Age Reference was shared by Tim from Ohio, Thank you! He prints out a copy for quick reference as to the age of dependents and clients. It is based off current tax year (2022), not age they are sitting in front of you. 
CURRENT AGE REFERENCE
Age
​ Calculator
Lancaster PA Training Videos
New Host Site Requirements

Helpful IRS Links
Have a Question, Suggestion, or see a Mistake?
Home
About
Contact Me
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!

​All images from our UWLHG Canva account unless promoting the resource linked to​