Training conducted Dec 15-18, 2025 over zoom. The sessions will be recorded and 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 Foreign Student certification, please watch all videos to prepare yourself for IRS Certification.
Publication 4012 - VITA/TCE Volunteer Resource Guide
Publication 6744 - VITA/TCE Volunteer Assistor’s Test/Retest
Filing Status & Dependency
4012 Information Cases
These cases mirror the Advanced Certification knowledge questions, where you must use Publication 4012 or 4491 to answer tax law questions.
Taxslayer-Required Cases
These cases mirror the Advanced Certification cases, where you must use the TaxSlayer software to complete a tax return and extract information from that return to answer certification test questions. If you can successfully complete these cases, you can complete the Advanced Certification cases.
You will need to access the TaxSlayer Practice lab to complete these cases.
Cases
Training Resources
6744 "Lite" (Testing booklet - Standards of Conduct, Intake/QR, Advanced Cert Only)
Suggested Resource: Publication 4961, Volunteer Standards of Conduct Training
Suggested Resource: Publication 5101, Intake & Quality Review Training
Suggested Resource: Publication 4491, VITA/TCE Training Guide
Publication 4012 (VITA Volunteer Resource Guide)
Publication 4491 (VITA Volunteer Training Guide)
Publication 5101 (Intake/Interview & Quality Review Training)
IRS Practice Tax Software Lab (Password: TRAINPROWEB)
Link and Learn IRS Certification Website (Changed from last year)
Websites
Interactive Tax Assistant (IRS tools for answering tax questions)
Annuity Calculator (For 1099-R with Joint Survivor Annuity)
VITA Site Coordinator Corner (Multiple links to forms/pubs/other resources)
Forms
Form 6744, VITA Certification Tests (All tests)
MO Intake Sheet (A custom questionnaire for MO Returns)
Publications