IRS Required Site Coord. Training-TY2021

If you are a Site Coordinator or Assistant Site Coordinator, the IRS requires you to review these 2 videos below.

*My VITA Team members (Lee, Hendry, Glades, Charlotte county) a lot of the things mentioned in the webinar and publications get done by myself and Patrice. So don't feel overwhelmed by everything here, we will have our own coordinator training in January. But, still review these webinars and publications as required.
Combined Q&A from the 2
Coordinator Training Sessions Above 
Quality and Tax Alerts
​ for IRS Volunteer Programs
irs.gov/individuals/quality-and-tax-alerts-for-irs-volunteer-programs The Alerts are intended for partners and volunteers who participate in the volunteer tax assistance programs sponsored by IRS. Each Alert highlights issues to watch for when preparing tax returns during the filing season at volunteer tax assistance sites. Alerts will be posted as they become available. **Make sure to share alerts with all your volunteers**
Better YET!!  Register for Taxslayer Blog to receive alerts when they come out ​vitablog.taxslayerpro.com/category/quality-alerts/

Intake forms in other languages
Fax #s For Form 3911 -To Trace Missing Payments 
Reporting Data Breaches--read PDF 5455
4012 Library
​Old & New
Excel Spreadsheet Tax Returns-
For Returns from 1996-2020  **use at your own risk!
I find this resource very helpful as I have many clients who need older returns done. While Taxslayer now goes back quite a few years, I have had clients needing 2010-2015 done recently.  This site has spreadsheets that go all the way back to 1996!!!  Just read his disclaimer & double check everything!

Please note: Form 8812 Additional Child Tax Credit is not part of the spreadsheet so you have to calculate it yourself and enter on the return. I just pulled the PDF from IRS.Gov and completed it myself.
Excel Forms
Excel Spreadsheets that generate tax returns from 1996-present day.
Required Publications for Coordinators and assistant coordinators to review: (Click image to open the PUB)
 Site Coordinator Test—Starting 2020 Site Coordinators & Assistant Coordinators have to pass a coordinator's. See the 2 videos and PUB 5088 to guide you through the test.
PUB 1084 Volunteer Site Coordinator Handbook
PUB4299 Privacy, Confidentiality, and Civil Rights
(also called Security Document)
Amending a Return
8962 Form Generator-Excel
From 1095A & 1040

You may want to sign up for: 

VITA Blog-- know when there are updates, system crashes, restarts, etc. Enter your email address on the right of the screen that opens: I Strongly suggest signing up for this one
 https://vitablog.taxslayerpro.com/2019/08/19/release-notes-tuesday-august-20th-at-500am-et/

 Jonlyn & Associates Inc, CPA's - monthly newsletter this always has something helpful--explains things in an easy to understand language https://www.jonlyn.com/ sign up on the left side of the screen--scroll down to find Newsletter sign up FANTABULOUS!!
From AARP-Gold Standards for Quality Review--Great Resource!
QSR Requirements 
For those of you who do state income tax returns, here are some tips for completing state returns with Taxslayer. This document was created by Prosperity Now's Taxpayer Opportunity Network (TON)
 Refund slips with appointment making and recruitment info on the back--always recruit!!! Made with Publisher, you can change the contact info on the back page to your program's.  Link to Publisher 
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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. ​