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

If you are a new volunteer, then you might find this information a little confusing. 
This is designed to show the changes in tax law and forms for returning volunteers.
Having said that, if you are dealing with clients and they want to know WHY their refund is more or less than last year, it might be helpful to know this information.

***Changes-- The residential Energy Credit-- More information can be found here  in this IRS guidance sheet shared December 23, 2022.  

​***Changes to 1099-K  put off until 2023-- see IRS announcement 
                                                                                                                                       For PDF of PowerPoint Click Here
Picture
PDF of Changes for TY2022
Picture
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!​