Training

Training Publications

IRS & NTTC Materials

NTTC Modified Pub 4012 -- Volunteer Resource Guide

TY21 Release 2
To access these files you will need to use your aarpfoundation.org email account -- see NOTE below

NTTC Modified Pub 4491 -- VITA/TCE Training Guide

An alternative self-study training or for supplementing your knowledge
To access these files you will need to use your aarpfoundation.org email account -- see NOTE below

IRS Pub 4961 -- Volunteer Standards of Conduct

IRS Pub 5101 -- Intake Interview and Quality Review

IRS Pub 4299 -- Privacy, Confidentiality, and Civil Rights

IRS Pub 5299 -- Quality Review Refresher

IRS Form 6729-D -- Site Review Sheet

IRS Form 6744 -- Test Book

TA Form 13614-C -- Intake Interview Booklet

Certification

Certification Website

Link and Learn VITA/TCE Certification Test Site

Instructions for taking the IRS Tests online and Creating the Volunteer Agreement

IRS Link & Learn

IRS Advanced Course Online Training

An alternative self-study training or for supplementing your knowledge

TaxSlayer Practice Lab

Helpful / supplemental training on using TaxSlayer is available in Practice Lab under Section 4: Preparing a Return

Training for MN Returns

Helpful Items for
M1 & M1PR Returns

To access these files you will need to use your aarpfoundation.org email account -- see NOTE below

MN Reference Chart

MN Volunteer Training Manual

MnTTT-Modified (Release 2)

Common Minnesota Tax Issues Tip Sheet

MN Supplemental Intake Form

MN Household Income Tip Sheet

M1PR Income Worksheet

MN Military Pension Income Flowchart

Links to the MN Training Videos

NOTE: You Need Access

When you click on one of the links and you see a page that looks like this

you will need to access it by logging onto Google Chrome with your Tax-Aide user ID. Once you access the file, you should then download the file and save it to your computer.