Table of Contents
These videos cover the information required to pass the IRS VITA Advanced and Foreign Student Certifications.
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
Reviewing the practice cases is a large part of the viewing time. However, all 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 Foreign Student Returns, then you should view:
Day 1 - All videos
Day 2 - All videos
Day 3 - All videos
Day 5 - All Videos (Not yet Available - Training Postponed Until January 13th
An Acuity Scheduling Partner or Interested in learning more about KS, MO, and KC tax law updates, then you should view:
Day 4
Intro
4012 Overview
Standards of Conduct
Intake
Quality Review
1040 Overview
Filing Status & Dependency
1st Case - Gregg Seaman
4491 Overview
Credit Types & Eligibility
HSA Practice Scenario
Itemizing Scenario
Practice Case: Johny Jallopy
Practice Case: Jake & Samantha
Child Credits Scenario
Practice Scenario: Crampus Kringle
When Someone Owes / Fixing Overpayment
Missouri Property Tax Credit
New IRA Early Withdraw Penalty Exceptions
United Way Website Overview
Link & Learn Overview
Acuity MOU Discussion
Acuity Software Walkthrough
All Things Missouri
Medicare Waiver
Kansas State Updates
Kansas City Updates
Resources for Foreign student certification
Tax differences between Non-Res (NRA) and Res Aliens (RA)
Substantial Presence Test (Determining Residency Status for tax purposes)
NRA forms in TaxSlayer
Tax Treaty Benefits
Missouri Returns
ITIN Information
Exemption and form 8833