Training was conducted Dec 11-15, 2023 over zoom. The sessions were recorded and have been posted on youtube for asynchronous training. Visit the "Training Recordings Home Page" for more detailed information about the topics covered on each day.
If completing your training asynchronously, use the resources linked below to work along and complete cases which will prepare you for the certifications we cover. Everyone should start with day one to cover the Standards of Conduct required training for ALL volunteers and receive instruction about the resources we used during this training. If you are seeking an advanced or military certification, please watch all videos to prepare yourself for IRS Certification.
Training Materials
Cases
Training Case #1 Solution (AGI: $51,500, Federal: $123)
Training Case #7 Solution (AGI: $57,859, Federal: $2,216)
Training Case #8 Solution (AGI: $45,891, Federal: -$777)
Training Case #9 Solution (AGI: $41,600, Federal: $3,069)
Filing Status & Dependency
Training Resources
IRS Practice Tax Software Lab (Password: TRAINPROWEB)
Link and Learn IRS Certification Website (Changed from last year)
Pension Calculator (For 1099-R with Joint Survivor Annuity)
Additional Resources
United Way Resource website (watch Day 5 video about this resource - it will be very helpful)
Interactive Tax Assistant (Online tools for answering tax questions)
Publication 5383 - Intake/Interview and Quality Review Handbook
Publication 4299 - Privacy, Confidentiality, and Civil Rights
MO Intake Sheet (A custom questionnaire for MO Returns)