Welcome to VITA!
Why Study & practice?
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Build confidence and accuracy by learning how to research and apply tax law.
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Ensure quality service for clients with the support of resources and experienced teammates.
Practice Scenarios are coming and videos
Follow in order-- trainings build on each other...
EVERYONE MUST PASS THE
CODE OF CONDUCT/ETHICS TEST
& INTAKE INTERVIEW TEST.
<---CLICK IMAGES --->
TO SEE A STUDY GUIDE
FOR EACH.
ALL TAX PREPARERS, QUALITY REVIEWERS NEED TO REVIEW THE FOLLOWING LESSONS. Click images for lesson.
I TRIED TO KEEP THEM SHORT AND I HAVE PROVIDED PRACTICE FOR SOME OF THEM AS WELL.
YOU DONT NEED TO MEMORIZE ANYTHING--HAVE FUN!
Who can be claimed as a dependents?
Make sure you VIEW this and use your tools!
Click image above for Practice
9-7-25 Correction made to practice-thanks for catching the error Jeanie R!!!
Selecting the correct and BEST is not always obvious--NEVER ASSUME!!
Click image above for Practice
A thorough Intake is KEY to an accurate return.
I cannot stress the importance of a thorough intake interview.
Get to know your taxpayers and have fun!
Types of Income &
How to enter in the software
Retirement Income 1099Rs
Click image to get the Jones Scenario - part 1
A NOTE I WANT TO ADD: When calculating the taxable portion for a joint survivor beneficiaty using the Simplified Method (and Taxslayer now works great for this) -- if the employee was receiving benefits BEFORE passing away then use the same combined age after death. If the benefits started AFTER the employee passed away use only the survivor's age. (Note from PUB 4012 Section D)
Social Security; RailRoad Retirement and Alimony
Make sure to check out the practice scenarios!
Self-Employment
Interest, Dividends
& Capitlal Gains
Click Click image to get the Jones Scenario - part 3
Alimony, Gambling, Cancelled Debt, Unemployment, Poll Worker, Medicaid Waiver Payments & More!
Click image to access scenario Cristano Ronaldo Part 1
How to complete page 2.
Educator Expenses, IRA Contributions, Student Loan Interest
9-7-2025 Correction made to Standard Deduction example for MFJ Seniors- thanks Scot D!
And the Differences Between them. *Includes NEW TAX LAW
Click here for the documents.
Differences Between them.
Differences Between them.
Differences Between them.
Click here for the documents.
Differences Between them.
Click here for the documents.
Types of Education Credits & Qualifications
Click here for retun stats/notes
Maximizing the- Education Credit
& Kiddie Tax
Click here for the documents.
What to watch for when Allocating and the Taxpayer is the Student.
Click image to access the scenario Cristiano Ronaldo Part 2
Marketplace
Click image to see scenario-Ronaldo part 3
Intake Form- Page 3 to end
Click here for the documents.