VITA Resources for Volunteers
  • Home
  • Training Checklist
  • Training
  • Dependents
  • Filing Status
  • Standard Deduction
  • Income
    • Schedule K-1
    • Self Employed
  • Adjustments to Income
  • Certification Help
  • Changes for This Year
  • PRACTICE SCENARIOS
  • Coordinators
  • Spanish/Espanol Training
  • Credits
    • Education Credit
  • Healthcare Info
  • Quality Review & Print Sets
  • Refunds
  • Balance Due
  • Foreign Student
  • W-4 INFO
  • W-7 ITIN APPLICATION
  • FAFSA
  • FSA SITE INFO
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • Migrant Workers
  • Financial Literacy
  • LITC
  • Volunteering SWFL
  • Amendment
  • Consent Form
  • CE CREDITS
  • Explaining a Return
  • POA
  • Greeter Intake
  • Transcripts
  • HSA
  • Volunteer Agreement
  • Blog
  • Interpreters
  • SWFL VITA
  • How To's & Misc Stuff
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • Home
  • Training Checklist
  • Training
  • Dependents
  • Filing Status
  • Standard Deduction
  • Income
    • Schedule K-1
    • Self Employed
  • Adjustments to Income
  • Certification Help
  • Changes for This Year
  • PRACTICE SCENARIOS
  • Coordinators
  • Spanish/Espanol Training
  • Credits
    • Education Credit
  • Healthcare Info
  • Quality Review & Print Sets
  • Refunds
  • Balance Due
  • Foreign Student
  • W-4 INFO
  • W-7 ITIN APPLICATION
  • FAFSA
  • FSA SITE INFO
  • VALET & VIRTUAL
  • CERT ACCEPT AGENT
  • Migrant Workers
  • Financial Literacy
  • LITC
  • Volunteering SWFL
  • Amendment
  • Consent Form
  • CE CREDITS
  • Explaining a Return
  • POA
  • Greeter Intake
  • Transcripts
  • HSA
  • Volunteer Agreement
  • Blog
  • Interpreters
  • SWFL VITA
  • How To's & Misc Stuff
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients

how to explain the results of a return

I will be inserting short videos of how to go over/explain a return and its results to the client. It is good to practice this on your own. I will hopefully have Pdfs of the return for you to do the same thing with at home for practice--build your confidence and make it easier.
PDF of Scenario #1
PDF of Scenario #2
PDF of Scenario #3
Sample Explanation of Scenario #1-Video
Sample Explanation of Scenario #2-Video
Sample Explanation of Scenario #3-Video
Just storing this on this page for now---Entering Uber Driver info--old but still a good reference
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. ​