These videos cover the information required to pass the IRS VITA Advanced and Military Certification.
If you are...
Not answering tax law questions or assigning clients to a preparer, then you should view:
Day 1 - Standards of Conduct
Day 1 - Link & Learn Website Intro
Answering tax law questions, preparing taxes, reviewing taxes, or acting as a site coordinator, then you should view:
Day 1 - All videos
Day 2 - All videos
Day 3 - All videos
(optional) Site Coordinator Training
Reviewing the practice cases is a large part of the viewing time. However, all of the practice cases were created to simulate the Advanced Certification Test case scenarios. If you can correctly complete the practice scenarios, you will likely be successful with the certification test cases. On each page, the videos are numbered in viewing order and titled with a brief description of the video.
Completing Military tax returns, then you should view:
Day 1 - All videos
Day 2 - All videos
Day 3 - All videos
Day 5 - All Videos
Interested in learning more about KS, MO, and KC tax law updates, then you should view:
Day 4 MO / KS / KCMO Tax Updates videos are optional, but helpful for everyone to better understand the State and Local taxes that will impact your clients, especially if you volunteer in the KC area.
Standards of Conduct
Intake
Quality Review
1040 Overview
Dependency & Filing Status
Link & Learn Website Intro
TaxSlayer Practice Lab Intro
Kevin Smith Case 1
Richard Cook Case 9
Tax Credits - Non-refundable vs Refundable
Sam Bridges Case 8
Alan Rouse Case 7
MO Property Tax Credit
Local Taxes
Health Savings Accounts
KC MO Tax Update
MO DOR Tax Update
KS DOR Tax Update
Military Federal Tax Law
United Way Resources
Military TaxSlayer
Military MO State Tax Law
IRS Resources and Requirements for Site Coordinators.
Day 1
Day 2
KCMO 2023 Tax Update
KS DOR 2023 Tax Update