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    • Advance Scenario #2
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  • Home
  • Breaking News/How Tos
  • Training
  • Certification Help
  • Coordinators
  • Spanish/Espanol Training
  • Filing Status
  • Income
    • CAPITAL GAINS
    • Schedule K-1
    • Retirement
  • Self Employed
    • Rideshare Info
  • Adjustments to Income
  • Credits
  • Education Credit
  • Healthcare Info
  • Quality Review & Print Sets
  • Refunds
  • Balance Due
  • Scope of Service
  • PRACTICE SCENARIOS
    • Advance Scenario #2
    • Advance Scenario #3
  • Foreign Student
  • W-4 INFO
  • W-7 ITIN APPLICATION
  • FAFSA
  • VALET DROP OFF
  • CERT ACCEPT AGENT
    • Fraud FIghter
  • Veteran Refund
  • FSA SITE INFO
  • Migrant Workers
  • Financial Literacy
  • LITC
  • Volunteering SWFL
  • Amendment
  • 9LESSONS
  • Consent Form
  • CE CREDITS
  • Scenarios
  • Getting Started
  • POA
  • Greeter Intake
  • VOL Agreement
  • New Page
  • TAXHELP
  • Transcripts
  • HSA

weekly lessons- basic

day_1-filing_status_w2_practice_lab_set_up.pdf Day 1-Filing Status, Standard Deduction, W2, Practice Lab Set Up:
  • Lesson 1 Handout
  • Slides/Powerpoint of Lesson
  • Cathy Sanders Scenario
    • Intake Form & supporting documents
    • Completed 1040
  • Emily Clark
    • emily_clark_w2s.pdf
    • Completed 1040 
  • Dear IRIS letters for Lesson 1

Day 2- Intake Form, Dependents & related Credits (CTC, ACTC, COD, Dependent Care, EITC), Direct Deposit
  • Lesson 2 Handout
  • Dependent information from PUB 4012
  • Slides/Powerpoint of Lesson
  • Windsor Washington Scenario
    • Intake Form and supporting documents
    • Completed 1040
  • Dear IRIS letters for Lesson 2

Day 3-Interest/Dividends, Social Security, 1099-R (Retirement), Identity Theft Pin
  • Slides/Powerpoint of Lesson
  • Scenario-Graham
    • Intake Form and Supporting Documents
    • Completed 1040
  • Scenario-Fleming
    • Intake Form and Supporting Documents ***NOTE=she has NOT reached company retirement age***Hint***
    • Completed  1040

Day 4-Alimony, unemployment, W2, 1095A, Identity Theft Pin, Education Credit

Sheryl Graves:
  •  Interview notes and forms   **use for bank account Bank Trust Routing 263182817 Account #123456789
  • Sheryl Graves Completed 1040
Fred Flinstone:
  • Interview Notes and Forms **use for bank account Bank Trust Routing 263182817 Account #123456789
  • Flinstone Completed 1040

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
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. ​