day_1-filing_status_w2_practice_lab_set_up.pdf Day 1-Filing Status, Standard Deduction, W2, Practice Lab Set Up:
Day 2- Intake Form, Dependents & related Credits (CTC, ACTC, COD, Dependent Care, EITC), Direct Deposit
Day 3-Interest/Dividends, Social Security, 1099-R (Retirement), Identity Theft Pin
Day 4-Alimony, unemployment, W2, 1095A, Identity Theft Pin, Education Credit

Sheryl Graves: Fred Flinstone:
Day 5-Education Credit, educator expenses, Student Loan Interest
  • Lesson 5 Handout
  • Slides/Powerpoint of Lesson
  • Scenario
    • Intake Form and Supporting Documents
    • Complete 1040

Day 6- Ethics/Code of Conduct, Intake Interview/Quality Review Certification
Day 7-9- Students work on certification
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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. ​