Training

Training Publications

IRS Materials

Pub 4012 -- Volunteer Resource Guide:

  • NTTC Modified 4012 - TY20

Go to Volunteer Portal for current version

Pub 4491 -- VITA/TCE Training Guide:

  • NTTC Modified version

Go to Volunteer Portal for current version

Pub 4961 -- Volunteer Standards of Conduct

Pub 5101 -- Intake/Interview and Quality Review

Pub 4299 -- Privacy, Confidentiality, and Civil Rights

Pub 5299 -- Quality Review Refresher

Form 6729-D -- Site Review Sheet

Form 6744 -- Test Book

Form 13614-C -- Intake Interview Booklet

Training for MN Returns

M1 & M1PR Returns

MN Reference Chart

Contact your DC or TrC for the following items:

MN Training Manual

Common Minnesota Tax Issues

MN Supplemental Intake Form

MN Household Income Worksheet

MN Military Pension Income Flowchart

Links to the MN Training Videos

Training for Specific Roles

Training for
Virtual Returns

Contact your District Coordinator

Intake Interview Training

Contact your District Coordinator

Client Facilitator Training

Required Training for CFs

Contact your District Coordinator

Instructions for Portal Login and Accessing Policy and Procedures Training

Contact your District Coordinator

Instructions for Taking the IRS Tests Online

IRS Pub 4961 - Standards of Conduct

IRS Pub 5101 - Intake Interview & QR Training

IRS Pub 6744 - Test Retest (CF Version)