VITA Resources for Volunteers
  • Home
  • Training Checklist
    • Ethics & Intake
    • Intake Interview
    • Dependents
    • Filing Status
    • Practice Lab
    • Income >
      • CAPITAL GAINS
      • Self Employed
      • Entering Income
    • Adjustments to Income >
      • HSA
    • Standard Deduction >
      • Itemized Deductions
    • certification
    • Taxes
    • Credits >
      • Non-Refundable
      • refundable credits
      • Education Credit
    • Marketplace
    • Finishing a Return
    • Quality Review & Print Sets
    • Explaining a Return >
      • Refunds
      • Balance Due
  • Study Guides and More
  • Volunteer Agreement
  • PRACTICE SCENARIOS
  • Coordinators
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • FAFSA
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • Financial Literacy
  • LITC
  • CE CREDITS
  • POA
  • Transcripts
  • Interpreters
  • MASKED TRANSCRIPTS
  • Misc Info
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • Missing SSA-1099
  • United Way of Lee, Hendry & Glades
  • ID.ME
  • Age Reference
  • RECORDING OF TRAININGS
  • Changes
  • Home
  • Training Checklist
    • Ethics & Intake
    • Intake Interview
    • Dependents
    • Filing Status
    • Practice Lab
    • Income >
      • CAPITAL GAINS
      • Self Employed
      • Entering Income
    • Adjustments to Income >
      • HSA
    • Standard Deduction >
      • Itemized Deductions
    • certification
    • Taxes
    • Credits >
      • Non-Refundable
      • refundable credits
      • Education Credit
    • Marketplace
    • Finishing a Return
    • Quality Review & Print Sets
    • Explaining a Return >
      • Refunds
      • Balance Due
  • Study Guides and More
  • Volunteer Agreement
  • PRACTICE SCENARIOS
  • Coordinators
  • Amendment
  • Spanish/Espanol Training
  • Foreign Student
  • W-7 ITIN APPLICATION
  • FAFSA
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • Financial Literacy
  • LITC
  • CE CREDITS
  • POA
  • Transcripts
  • Interpreters
  • MASKED TRANSCRIPTS
  • Misc Info
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Host Site Info
  • Missing SSA-1099
  • United Way of Lee, Hendry & Glades
  • ID.ME
  • Age Reference
  • RECORDING OF TRAININGS
  • Changes
Welcome!
I am most proud of the Training Checklist as it covers 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!
For examples of how to do Intake Interviews and also how to review the return with the client, go to Training Checklist.

For:
​​Site coordinators--- Row 5 Greeters/Interpreters/Intake- Row 4 
Miscellaneous Stuff -- Row 5

​So much more..keep scrolling


VIEW AS A  ​PDF,  POWERPOINT  OR RECORDING
Picture

Picture
For Resume'
Picture
Volunteer​ FAQs
Picture
Hablo Espanol?

For Volunteer Tax Preparers, Quality Reviewers, and Site Coordinators
Picture
Training Checklist
Picture
Recordings of Trainings
Picture
Certification Tests
Picture
Changes for TY2022
Picture
Study Guides & More

Picture
Practice
​Scenarios
Picture
Quality
​Review
Picture
Amending
​ Return
Picture
International Student
Picture
ColoradoTaxaide Resources

Additional Resources for SWFL Volunteers and Information on IRS Transcripts                                               
Picture
Greeter, Intake, and Interpreters
Picture
United Way of Lee, Hendry & Glades 
Picture
IRS Transcript
​Overview
Picture
Redacted (Masked) Transcripts?

Other Resources for Tax-preparers, Reviewers, & Coordinators:
Picture
Miscellaneous Stuff
Picture
Site Coord. Info

For Clients:
Picture
For Clients
Picture
 What to do with That Refund
Picture
Balance Due
​ Return
Picture
USING ID.ME 
Picture
Non-emergency Help/Resources

More great resources:
Picture
IRS Interactive Assistance
Picture
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.
Picture
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. 
Picture
CURRENT AGE REFERENCE
Picture
Age
​ Calculator
Picture
Lancaster PA Training Videos
Picture
New Host Site Requirements

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 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 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!​