TRCs and Instructors
Resources of interest to TRCs and Instructors
IRS Training Related Materials
See Pub 4491-X for updates to IRS Training Documents
| Product Number | Title | Rev | Post |
|---|---|---|---|
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 1016 | 10-07-2016 Upd |
| Publ 4480 | VITA/TCE Link & Learn Taxes Training Kit | 1015 | 09-29-2015 Upd |
| Publ 4491 | VITA/TCE Training Guide | 1216 | 01-10-2017 Upd |
| Publ 4491-X | VITA/TCE Training Supplement Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) | 1216 | 12-29-2016 Upd |
| Publ 4555-E | VITA/TCE e-instructor guidance | 1016 | 10-14-2016 Upd |
| Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA) | 1016 | 10-03-2016 Upd |
| Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1016 | 10-03-2016 Upd |
| Publ 4961 (SP) | Normas de Conducta para los Voluntarios en los VITA/TCE - Entrenamiento de Etica | 1115 | 11-24-2015 Upd |
| Publ 5088 | Site Coordinator Training | 1016 | 10-05-2016 Upd |
| Publ 5101 | Intake/Interview and Quality Review Training | 1016 | 10-05-2016 Upd |
| Publ 5157 | VITA/TCE Affordable Care Act | 1114 | 11-18-2014 Upd |
| Publ 5157-A | VITA/TCE Affordable Care Act - Taxpayer Scenarios | 1016 | 09-30-2016 Upd |
| Publ 5159 | SPEC Partner Filing Season Readiness Training Guide | 1014 | 10-15-2014 Upd |
| Publ 5182 | VITA/TCE Specialty Course Cancellation of Debt (COD) Principle Residence | 1214 | 01-09-2015 Upd |
| Form 5220 | VITA/TCE Volunteer Site Scope & Referral Chart | 1216 | 01-11-2017 Upd |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1216 | 01-12-2017 Upd |
| Form 13614-C | Intake/Interview & Quality Review Sheet | 1016 | 09-08-2016 Upd |
| Form 36114-C (SP) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1015 | 12-09-2015 Upd |
| Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1015 | 08-28-2015 Upd |
IRS Links: IRS Forms and Publications page • Site Coordinator Corner page • VITA/TCE Central page
Familiarization
District Contributions
| What | Source | Comments |
|---|
Please send anything you've done which might be of interest to other districts to Al@TaxPrep4Free.org to be included here.
Familiarization Links: Familiarization Student page
Tax Law
District Contributions
| What | Source | Comments |
|---|
Please send anything you've done which might be of interest to other districts to Al@TaxPrep4Free.org to be included here.
Tax Law Links: Tax Law Student page
AARP Tax-Aide Training Related Materials
Selected Tax Training articles from the Tax-Aide OneSupport system.
AARP Foundation Tax-Aide Links: Tax-Aide Info page • Volunteer Portal • OneSupport Direct Link
Miscellaneous
| What | Source | Comments |
|---|---|---|
| Scenario Lookup Tool | Al | Lookup SSNs, EINs, Names used in standard problems |