tax+prep

Your 4 assigned problems are Reed, Quincy, Miller, and Parsons. When they are perfect and ready for QR, email Jean (jlckcd@yahoo.com) and include your Practice Lab ID and password. She will assign an instructor to QR.
 * 2018.1.19 XXX-XX-0000 	MARIE 	QUINCY 	(447) 555-1234 	IRS 	Review

https://vita.taxslayerpro.com/IRSTraining/en/Account/Access

2018.1.18 Standards of Conduct Your Score: 		100 % IRS TEST: https://www.linklearncertification.com/d/ sign your Volunteer Agreement electronically by checking this box Valerie Taylor 01/19/2018 Click here to open and complete your Volunteer Agreement. Click Print from the file menu to print the page. Save the Volunteer Agreement for your records. 2017 Intake/Interview and Quality Review Exam Your Score: 		100 %

You can reuse last year’s sign-on if you have it. If you don’t, you can reset your password or re-register. After you complete the Volunteer Standards of Conduct and I&I/QR Exams, you take the Advanced Test only --NOT the Basic. Do both the test and retest in your book since the questions you face online will be a random mix of the two. I have noted that if you do not update your profile, your years of service do not advance. Don’t forget to print your Volunteer Agreement. Check the box to sign digitally. We do not want the certificates, just the Volunteer Agreement. Make a note of any questions you had trouble with for discussion.

IRS Forms and booklets (Links remain the same when older versions are updated. Most for TY2017 are available now as specified below.)


 * VITA/TCE Training Guide (new, no longer printed) http://www.irs.gov/pub/irs-pdf/p4491.pdf [483 pages]

VITA/TCE Affordable Care Act https://www.irs.gov/pub/irs-pdf/p5157a.pdf

4491x VITA/TCE Training Supplement

http://www.irs.gov/pub/irs-pdf/p4491x.pdf

Specialty Course – Health Savings Accounts (HSA)

http://www.irs.gov/pub/irs-pdf/p4942.pdf

VITA/TCE Volunteer Assistor’s Test/Retest

http://www.irs.gov/pub/irs-pdf/f6744.pdf

Intake/Interview & Quality Review Sheet

http://www.irs.gov/pub/irs-pdf/f13614c.pdf

VITA/TCE Problems and Exercises (2014) evergreen

http://www.irs.gov/pub/irs-pdf/p4491w.pdf

VITA/TCE Volunteer Standards of Conduct - Ethics Training

http://www.irs.gov/pub/irs-pdf/p4961.pdf

NTTC version 4012

https://p8.zdassets.com/hc/theme_assets/316618/200010447/Pub_4012_with_NTTC_Changes_2017-12-29.pdf

VITA/TCE Volunteer Resource Guide (2016) use NTTC version above instead (4012)

http://www.irs.gov/pub/irs-pdf/p4012.pdf

Pub 17

http://www.irs.gov/pub/irs-pdf/p17.pdf

Full 1040 instructions (still 2016)

http://www.irs.gov/pub/irs-pdf/i1040.pdf

Sch A instructions (still 2016)

https://www.irs.gov/pub/irs-pdf/i1040sca.pdf

Sch C instructions (still 2016)

https://www.irs.gov/pub/irs-pdf/i1040sc.pdf

Tax Benefits for Education P970 (still 2016)

https://www.irs.gov/pub/irs-pdf/p970.pdf

Access to Link & Learn for additional training or access Practice Lab

https://apps.irs.gov/app/vita/