VITA Volunteer Resources (links)
The VITA tests are available through IRS Link & Learn (online) at http://www.irs.gov/app/vita/index.jsp
The Basic, Intermediate & Advanced VITA Tests are accessed through IRS Link & Learn. Printouts of all 3 of your test certificates (and your signed Volunteer Agreement) are due by January 26, 2009 to Ryan Dales via the BAP mailbox in Parks Hall 451 or mailing address (in instructions below). [Whatcom Community College volunteers are to turn in certificates to Merrianne Bieler.]
Electronic versions of your training materials (Physical copies may be picked up the first week of December. You'll receive instructions after you sign up for VITA):
- Publication 4491 - Student Training Guide for Process-Based Training (Parts of this were used in our classroom VITA training.) [7MB]
- Publication 4491-W - Comprehensive Problems and Exercises Workbook
- Form 6744 Volunteer Test/Retest (must do tests online: Basic, Intermediate, & Advanced, but do it in this booklet first, then go online to enter your answers)
- Publication 4012 - Volunteer Resource Guide
- Handout - Welcome to Volunteer Income Tax Assistance (includes basic VITA training instructions, including instructions for TaxWise Practice Lab, and VITA test hints.
Additional training materials:
- Publication 4299 - Privacy and Confidentiality - A Public Trust
- Forms and Instructions on IRS website (www.irs.gov)
- Publications on IRS website (www.irs.gov)
- Topical Index to Forms, Instructions, & Publications on IRS website (www.irs.gov)
Electronic versions of resource materials (printed copies handed out in class on January 10th):
- What VITA Volunteers Can Do For You (pink sheet; this clarifies the scope of VITA)
- Publication 17 - Your Federal Income Tax
- Instructions for Form 1040
- Form 13615 - Volunteer Agreement (must be signed by all volunteers)
- Form 13614 - Intake and Interview Sheet (used to gather information for every return prepared)
- Form 8158 - Quality Review Sheet (used to review every return before asking taxpayer(s) for signatures)
- Publication 4491-X (2008 Supplement for IRS Pub. 4491 Student Training Guide)
