2026 Tax Filing Season _ VITA Self Certifiers

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Description

Volunteer Income Tax Assistance (VITA)

Self-Certifiers:

Volunteers will complete certification on their own. Volunteers will receive a check-in call, text or email periodically.

Please register here if unable to attend In-Person training and will commit to use the Online Resources to complete your certifications. Various Online links are below for your convenience. Feel free to contact us for any guidance.

12/8 Update:

The IRS testing site is now live! Volunteers are welcome to start taking their tests. The first test would be your VSOC, then proceed to your Intake Interview & Quality Review. Then go for your Certification level after using the Study guide/s. Note well. Volunteers can go directly to the Advanced level. There is no need to do the Basic level first.

BasicStudy Guide BASIC TY2025 in 2026.pdf - Google Drive

Advanced Study Guide Advanced TY2025 in 2026.pdf - Google Drive

Practice Lab returns outcomes: Scroll for the Tax Year 2025 Scenarios results!

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2025 Tax Year: Online Resources

Publication 4491: https://www.irs.gov/pub/irs-pdf/p4491.pdf

Publication 4012: https://www.irs.gov/pub/irs-pdf/p4012.pdf

Publication 6744: https://www.irs.gov/pub/irs-pdf/f6744.pdf

                                                ______________________________________________

VITA/TCE Central Page: https://www.linklearncertification.com/d/     

OR Google search for “Link Learn”   

 

PRACTICE LAB

Create/Set up (New Volunteers), or Access an existing account (Prior VITA Volunteers) in Practice Lab for tax return practice: https://vita.taxslayerpro.com/IRSTraining/en/Account/Access:


Practice Lab is located under the Quick Links


·         Password: TRAINPROWEB (case sensitive) Generic Password Access for all volunteers


·         Program: VITA.

·         SIDN (leave blank)

·         Proceed to set up your account. (write these down)

              ___________________________________________

**Additional Online Study Resources: United Way VITA Resources Collaboration Learning.

This site is interactive with video lessons and exercises. 

https://www.vitaresources.net/

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                                                 ____________________________________________


Charmaine Rodriguez | VP Financial Stability | United Way of Central Jersey

32 Ford Avenue, Milltown, NJ  08850 | Tel: 732-247-3727 Ext 216

www.uwcj.org Email: crodriguez@uwcj.org


                                                 _____________________________________

 

Millions of low-to-moderate-income taxpayers rely on free, basic tax preparation each year, and thousands of ordinary VITA volunteers like you prepare these returns! The United Way of Central Jersey (UWCJ) needs you on its tax prep team for 2026!

Last season 148 volunteers including 85 students (college and high school) were among our certified preparers that participated in this critical asset-building engagement. Collectively over 4,000 returns were prepared. The results - Over $2.5 million in refunds returned to taxpayers in the community in the form of credits and refunds. Volunteers saved taxpayers collectively over $600,000 in tax preparation fees. 

United Way of Central Jersey teams up with the IRS and community partners each year to provide free tax services through VITA. United Way and its collaborators are the leading providers of volunteer income tax assistance in Middlesex County.

"This service is aimed at low and moderate-income taxpayers," said Gloria Aftanski, President of United Way of Central Jersey. 

The IRS partners with United Way to direct a coalition of community partners in order to increase the reach of the VITA.

The Middlesex County, NJ VITA Coalition is recruiting new/additional volunteers in various capacities to help with this effort. Volunteers must complete certification timely and be ready to start by February 1, 2026, through April 30, 2026.

United Way of Central Jersey is located at 32 Ford Avenue in Milltown NJ 08850


Certifications requirements:

  1. Ethics Certification

  2. Intake/Interview & Quality Review Certification

  3. Advance Level Certification   


Contact Charmaine at crodriguez@uwcj.org or call 732 247 3727 X 216 

Details

Get Connected Icon Volunteers should be between the ages of 19 and 80.
Get Connected Icon Is Not Family Friendly
Get Connected Icon Is Not Outdoors
Get Connected Icon Is Wheelchair Accessible
Get Connected Icon Virtual Opportunity