VITA Resources for Volunteers
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  • Home
  • Training Checklist
  • Training
  • Dependents
  • Filing Status
  • Standard Deduction
  • Income
    • Schedule K-1
    • Self Employed
    • Entering Income
  • Adjustments to Income
  • Taxes
  • Credits
    • Non-Refundable
    • Education Credit
  • Finishing a Return
  • Quality Review & Print Sets
  • Explaining a Return
    • Refunds
    • Balance Due
  • Certification Help
  • Changes for This Year
  • Coordinators
  • Spanish/Espanol Training
  • Healthcare Info
  • 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
  • POA
  • Greeter Intake
  • Transcripts
  • HSA
  • Volunteer Agreement
  • Blog
  • Interpreters
  • SWFL VITA
  • How To's & Misc Stuff
  • Customer Portal
  • PRESEASON WORKSHOP
  • For Clients
  • New Site Info
  • New Site Requirements

 PRACTICE SCENARIOS

Scenario: William Carter  **from AARP-sent to me by Taxaide volunteer
                 Summary:  Self-employed, pays for health insurance, has annuity
                  Click Here for: Intake form and supporting documents
                                            Completed tax return
Scenario: Ronald Brown & Veronica Snyder
                 Summary:  Newly married, have a son, there are college expenses, interests, scratch-off lottery winnings, jury duty, IP Pins...
                  Click here for: Intake Form and supporting documents
                                            Completed tax return
Scenario: Beverly Blanchard (From Brad's set of scenario's--see below)
                  Summary: Divorced, has twin kiddos that lived with her all year. Her sister and sister's boyfriend moved in with her; she brought her 2019 & 2020 returns with her as instructed, but not sure why; she withdrew money in 2020 from her retirement account because of COVID  and decided to have the income spread over a three year period.  As of 12/21/21 this was not able to be entered in Taxslayer.  https://drive.google.com/file/d/1Pc_gSl8S9qNMkmWZoNA_8jlLzXBdIZ_Y/view
​                  Click here for: Intake form and supporting documents
                                           Completed tax return
 Scenario: Nancy Reagan
                 Summary: Spouse died in 2021, raising grandkids, daycare expenses, received ACTC, 
                 Click Here For: Intake Form & Supporting Documents
                                           Completed Return
A fabulous VITA volunteer and professor, Brad, from Alabama puts together some amazing resources each year:
Dear Iris letters and Practice Scenarios.  Below are the links to access the resources.
You need to use this password to access the sites: TRAINPROWEB
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DEAR IRIS- HOW WOULD YOU RESPOND?
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PRACTICE SCENARIOS
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. ​