Hello, My intentions for these trainings is to go over tax topics you might encounter at a VITA/TCE tax site. To explain things in a way that I hope you understand-- while not overwhelming you. There is a lot a of information, and we really mostly do simple returns, but I would be doing a disservice to you and our clients if I didn't make you at least aware of those 'exceptions to the rules' those things we have to watch for. Remember you do not need to be, nor are you expected to be, an expert. Just know when you need to ask for help, and how to use your PUB 4012. Have a great tax year!
TIP: PAUSE VIDEOs TO MAKE NOTES OR WHEN I ASK QUESTIONS SO YOU HAVE TIME TO PROCESS IT BEFORE HEARING THE ANSWER.

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Scholar training covers all of what is in the New Volunteer Orientation and so much more!
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This is recorded November 2024 
This is the first in a series.
For the all day New Volunteer Orientation,  this is the first half.
And for those taking the Start to Finish Sessions-- this is from Day 1

What is VITA, Dependents, Filing Status, Who Must & Should File
Has examples to think about
Power Point of the first half (day one)
PDF of the first half (day one)

Practice Scenario- Intake Form, Using Practice Lab and competing first return

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Second Half--Part of the Orientation (day 2 of Beginning to End Session)
PDF of the slides
PowerPoint of Slides

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Intake Interview & Quality Review Training (updated 11/23/2024)

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Marketplace

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Below are form TY2023 but the information has not realy changed-- 

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Foreign/International Student & Teacher Training Part I and II

Capital Gains/Losses

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HSA- Health Savings Account 

Education Credits & Maximizing the AOTC!

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1099-K How to Report
For TY2024 threshold limits will be different than report--will update as soon as I can

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