Training Coordinator (TRC) / Instructor (INS) Page
(Message from your TRS)
IRS References & Links
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Form 13614-C | Intake/Interview & Quality Review Sheet | 1017 | 09-16-2017 Upd |
Form 13614-C (SP) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1017 | 09-16-2017 Upd |
Publ 4012 | VITA/TCE Volunteer Resource Guide | 1017 | 10-27-2017 Upd |
Publ 4491 | VITA/TCE Training Guide | 1017 | 10-03-2017 Upd |
Publ 4555-E | VITA/TCE e-instructor guidance | 1017 | 11-20-2017 Upd |
Publ 4695 (PR) | VITA/TCE Puerto Rico Volunteer Test | 1017 | 10-05-2017 Upd |
Publ 4704-FS | Foreign Student and Scholar Test | 1017 | 10-04-2017 Upd |
Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA) | 1017 | 10-05-2017 Upd |
Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1017 | 10-05-2017 Upd |
Publ 5101 | Intake/Interview and Quality Review Training | 1017 | 10-12-2017 Upd |
Publ 5157-A | VITA/TCE Affordable Care Act - Taxpayer Scenarios | 1017 | 10-03-2017 Upd |
Publ 5166 | IRS Volunteer Quality Site Requirements | 1017 | 10-05-2017 Upd |
Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1017 | 10-25-2017 Upd |
Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1017 | 09-16-2017 Upd |
All TaxPrep4Free IRS References
IRS Forms and Publications page
IRS Tax Volunteers page (Home for VITA/TCE Volunteers)
VITA/TCE Central (Certification Tests, Tools, Links, Documents for VITA/TCE volunteers)
Link & Learn Taxes e-Learning (Link & Learn Taxes is self-paced e-learning for the VITA/TCE program)
New Jersey References & Links
NJ Div of Taxation Gross Income Tax Forms page (NJ-1040 etc.)
NJ Div of Taxation Gross Income Tax Publications page (GITs (Tax Topic Bulletins), etc.)
NJ Div of Taxation Property Tax Reimbursement page (PTR aka Senior Freeze)
TaxSlayer References & Links
Pro Online User Guide
See also: The presentations on the Practice Lab Home page
VITA /TCE Springboard (Practice Lab, Pro Online, VITA/TCE Blog, Knowledge Base Search)
Tax-Aide References & Links
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Communication
- General
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General Program Management
- Administrative
- General
- Position Descriptions
- Training
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Leadership Training
- Documents
- Position Training
- SMT Training
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Tax Training
- Scope
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TaxSlayer
- TaxSlayer Carryforward: Normal – Extended – Global 2017/11/15 Upd
- TaxSlayer Changes TY17 2017/11/27 Upd
- What's Happening with TaxSlayer 2017/11/07 Upd
- TaxSlayer Manual ... Preparing A Return in Practice Lab Upd
- NTTC TaxSlayer Powerpoint Presentations 2016/08/29 Upd
- NTTC Video: TaxSlayer Practice Lab Demonstration Upd
- Practice Lab Accounts for Training Upd
- TaxSlayer US State Point of Contacts 2016/07/06 Upd
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Policy/Tax Law
- Gold Standards For Quality Review TY17 2017/11/22 Upd
- IRS SPEC ITIN Guidance 2017/01/25 Upd
- IRS' Answers To Pub 4491W Problems and Exercises Using 2015 Taxwise Upd
- Medicaid Waiver Payments 2015/03/05 Upd
- Potential Identity Theft Letter 2014/11/26 Upd
- Processing Medicaid Waiver Payments in TaxWise TY14 2015/01/20 Upd
- Recent Changes to 2015 Tax Law v2 - 2015/12/30 Upd
- Schedule C Guidelines Summary TY17 - 2017/11/22 Upd
- State Tax Assistance Program - Intake Sheets 2017/01/29 Upd
- State Tax Assistance Program - TY16 2017/01/27 Upd
- Use of electronic documents to prepare tax returns 2014/03/04 Upd
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Tools
- NTTC Workbook TY17 Notes and Errata - Rel 3 2017/11/27 Upd
- NTTC Workbook - TY17 Upd
- Forms Generator Version 9.3.0.2 2017/07/14 Upd
- Answers for Prior Year NTTC Workbooks 2017/05/04 Upd
- Publication 4012 with NTTC Tax-Aide Modifications for TY 2016 2017/01/28 Upd
- Answering the Due Diligence Questions 2017/01/11 Upd
- NTTC Workbook TY16 – Instructor Notes And Errata 2016/11/28 And Errata To Answers 2017/01/18 Upd
- NTTC Workbook - TY16 Upd
- Tax Prep Tools and Helpful Weblinks 2017/11/26 Upd
- Canada and Germany Social Security Benefits Paid to Residents of the U.S. Upd
- Qualifying Child/Qualifying Relative Tri-Fold 2017/07 Upd
- NTTC Workbook Tax Year 2015 v2 – 2015/09/29 Upd
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Materials/Presentations
- Pub 4491 with NTTC Modifications 2017-11-01 Upd
- Education Benefits Calculator Video 2017/12/03 Upd
- NTTC Self-Study Program TY17 2017/11/15 Upd
- Intake and Interview Video NEW 2017/11/27 Upd
- Revised IRS Form 6744 Page 92 2017/10/24 Upd
- NTTC Training Slides TY17 - Release 1 2017/10/20 Upd
- Education Benefits, Chapter 24, Pub 4491 2017/11/03 Upd
- Cancellation Of Debt (COD) – Principal Residence 2017 Upd
- TY16 NTTC Training Slides Rel 1 - 2016/10/15 Upd
- Instructor Plans and Aids
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Affordable Care Act (ACA) Training
- ACA Exemption Reference Guide TY17 2017/12/01 Upd
- Guidance For TaxSlayer ACA Calculation Issues - 2017/04/06 Upd
- ACA Compliance Flowchart Tool 2016/0/9-10 Upd
- Affordable Care Act Updates and Clarifications – TY2015 2016-02-29 Upd
- 2015 ACA Practice Examples Upd
- Affordable Care Act Updates and Clarifications – TY2014 11-20-2015 Upd
- ACA Exemption Reference Guide TY14 03/03/2015 Upd
- NTTC Webinars
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Tax Software
- TaxSlayer Online
Send Comments / Corrections / Suggestions to: Al@TaxPrep4Free.org