Additional NTTC/IRS Training Resources

Catalog of Materials -  A comprehensive list and description of all training resources (with links) for both new Counselors and updates/advanced topics for returnees. Included is a schedule of the anticipated availability date. 

NTTC Training Handbook - This handbook is designed to assist you in your role as a Tax-Aide Instructor and give you the tools you need to be successful. The handbook’s Sections contain detailed lesson plans, tips, considerations for your specific circumstances, and a step-by-step guide to setting up your training program. Whether you’re a new Instructor or a “seasoned pro,” you’ll find this handbook to be a useful tool as you prepare and conduct Tax Counselor training. 

Section 2 includes reminders of many NTTC training materials such as videos and quizzes. Instructor Notes for each Workbook Exercise are also included in Section 2. These will help you guide class discussions and answer questions about the Exercises. All the Lesson Plans integrate these various resources into a cohesive syllabus.

AARP Volunteer Portal LMS Training - Instructors must understand that AARP volunteers are required to take the following courses:  Policies and Procedures, and Technology and Security. The Volunteer Portal Access Learning Content tip sheet is available here. 

IRS Pub 4942, Health Savings Accounts (HSA) - Training on health savings accounts. 

IRS Pub 5838, VITA-TCE Intake/Interview and Quality Review Handbook - This publication is designed to help tax counselors understand the process of conducting effective intake/interview and quality reviews. All coordinators and volunteers who answer tax law questions, instruct tax law classes, prepare or correct tax returns, and/or conduct quality reviews of completed tax returns will use this publication for instructions on these three processes. All volunteers must understand the processes required to prepare a tax return from start to finish. 

Tax-Aide Gold Standards -  Best practices for Intake and Interview and Quality Review. 

VA State Training G-Meets Schedule - The schedule for online Google Meets covering federal tax law for returning counselors, VA state tax training, MD/DC state tax training, and WV state tax training.