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.  
Overview of Tax Law Change TY2023
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Click Here for PowerPoint
Changes in  1099-K Reporting
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Click Here for PowerPoint

See 
A Terrific Resources from AARP on 1099K
Remember--For VITA-- Capital Gains on anything other than stocks/bonds/main home is out of scope.

We can help if the 1099-K is for Business sales/income (Schedule C); not from gain on personal items sold.
Click Here to See PDF of the IRS Slides from their Presentation on 1099-K Dec-2023
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You can contact me at [email protected] 
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!
**I am human, so if you find a mistake, please let me know so I can fix it--we are all in this together**
​All images from our UWLHG Canva account unless promoting the resource linked to​