Nuts & Bolts (1-day) - Income Tax Training - January 2025

Get Connected Icon Happens On Jan 18, 2025
Get Connected Icon 9am -4:30pm
Expired

Description


January Weekend Session (In-Person)                                        

Workshops: 9:00AM - 4:30PM 

Note: This session is subject to cancellation with less than 5 registrants.

January 18: 9am - 4:30pm (full day)   2:30 - 4:30pm (Advanced topics)

** Coffee & light refreshments provided.

LinkLearn Page: VITA/TCE Central your one-stop shop for volunteer training


Pdfs links of study resource materials are below:

Publication 6744: VITA/TCE Volunteer Assistor's Test/Retest: f6744.pdf

Publication 4491: VITA/TCE Training Guide: p4491.pdf: p4491.pdf

Publication 4012: VITA/TCE Volunteer Resource Guide: p4012.pdf

Prerequisite: 

All registrants must complete the following two (2) online trainings before the workshop meets on January 18th. 

1. Volunteer Standards of Conduct (VSC) training (Ethics)

Link to Publication 4961, Ethics training: https://www.irs.gov/pub/irs-pdf/p4961.pdf


2. Intake Interview & Quality Review training:

Link to Publication 5101, Intake Interview & Quality Review training:

https://www.irs.gov/pub/irs-pdf/p5101.pdf

 
Workshop Location:

United Way of Central Jersey

32 Ford Avenue, Milltown NJ 08850

Phone Contact: 732 247 3727 X 216

  • From the parking lot entrance, use the ramp to the left of the stairs ... take the elevator to the 2nd floor computer room.

  • Each year United Way of Central Jersey helps complete hundreds of free tax returns for people in need through the Volunteer Income Tax Assistance (VITA) program, resulting in hundreds of dollars kept in our communities. The Middlesex County, NJ VITA Coalition is recruiting additional volunteers in various capacities to help with this effort. Volunteers must complete certification timely after training, and be ready to start by February 1, through April 30, 2025.

  • Volunteers will volunteer at any one or more of our community host sites in New Brunswick, Jamesburg, North Brunswick, Highland Park, Perth Amboy, Piscataway, Sayreville, Carteret, South Amboy or Milltown to provide this valuable service.

Income Tax Preparer / Quality Reviewer: (Prepare federal & state tax returns for electronic e-file)

Certifications required (3)

1. Ethics test (open-book test)

2. Intake/Interview module (open-book test)

3. Basic OR Advanced level Certification (open-book test)


 

 

 

Details

Get Connected Icon Volunteers should be between the ages of 15 and 75.
Get Connected Icon Register by Jan 18, 2025
Get Connected Icon Is Not Outdoors
Get Connected Icon Is Wheelchair Accessible

Location

Get Connected Icon 32 Ford Avenue
Milltown
New Jersey, NJ  08850