Resources
IRS
- Publication 17 Tax Guide (2016)
- Publication 4012 VITA/TCE Volunteer Resource Guide (2016)
- Publication 4491 VITA/TCE Training Guide (2016)
- Publication 4491A VITA/TCE Training Guide – Consolidated Changes (2016)
- Publication 4491W VITA/TCE Problems and Exercises (evergreen)
- Publication 4491X VITA/TCE Training Supplement (2016)
- Publication 4942 Specialty Course – Health Savings Accounts (2016)
- Publication 4961 VITA/TCE Volunteer Standards of Conduct – Ethics Training (2016)
- Publication 5101 Intake/Interview & Quality Review Training (2016)
- Publication 5157A VITA/TCE Affordable Care Act Taxpayer Scenarios (2016)
- Form 6744 VITA/TCE Volunteer Assistor’s Test/Retest (2016)
Vermont Department of Taxes
AARP Tax-Aide These documents are available on the OneSupport Help Center (OSHC) of the AARP Volunteer Portal; the links here will take you to the documents. If you currently are logged into the Portal and the OSHC, the link will bring up the document. Otherwise, the Portal login page will appear; after you log into the Portal and click on the OSHC link (left-side menu) the document will come up.
- Tax-Aide NTTC Workbook Tax Year 2017 and NTTC Workbook TY17 Notes and Errata (ref 1).
- Tax Prep Tools and Helpful Weblinks 2017/03/05. A number of helpful hyperlinks (download and put on your desktop.)
- ACA Compliance Flowchart. This Flow Chart is not intended to be used for all returns. If a district has designated “some experts in ACA” as go-to people for the few returns that are ACA complex, such experts could find the Flow Chart valuable.
- Tax-Aide Tax Year 2016 Scope Manual. This manual covers the forms and schedules that volunteers certified through the Advanced level may be trained to do under the guidelines of the program. Please also note that the State Management Team has designated another topic out of scope for Vermont volunteers — specifically, cancellation of debt associated with a primary residence.
- Tax-Aide Policy and Procedures Manual. This manual covers the policy and procedures guiding the national level AARP Tax-Aide program.
- Local Coordinator Training (2016). This presentation fulfills the IRS requirement for all Local/Site Coordinators to be trained in Quality Site Requirements and other key elements of the program.
- Client Facilitator Training (2016)
- Answering the Due Diligence Questions (1/17/2017). This document provides the NTTC recommended responses to the TaxSlayer due diligence questions for Tax Years through 2016. These questions will not appear in TaxSlayer for TY17.
- Pub 4012 with NTTC Modifications (version 4, 1/28/2017). The NTTC annotated Pub 4012 to include both the IRS changes from Pub 4491X and NTTC comments/guidance peculiar to the AARP Tax-Aide program.
- ERO Transmitter Training 1/30/2017. The NTTC developed this to help EROs with the e-filing process.
- Taxpayer pdf Documents and Secure Folders (1/11/2017). This documents describes how to save taxpayers documents such as power of attorney letters, brokerage statements, etc to attach to the return electronically. Note that saving PDFs of the return itself is NOT allowed.
TaxSlayer
- TaxSlayer Pro Online User Guide
- TaxSlayer 2016 Tips v4 (3/2/2017). This document lists a series of tips and workarounds developed by the NTTC.
- Computers Saving TaxSlayer (TSO) Files. This documents describes how to configure your browser so it does NOT save a PDF of the return to the computer when printing.
- Vermont TaxSlayer Concerns and Questions.