Get Ready for the 2024 Annual filing Season!
Other Taxes, Payments & Estimates, Miscellaneous items (Remote)
Time: 6:00PM - 7:30PM (Registration required)
Note: Be sure to register for all other evening sessions to complete your training
Other Taxes, Payments & Estimates. Miscellaneous items
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Making Estimated tax payments
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Direct Deposit/Debit for Refunds or Balance due
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Multiple States, Prior Year return & Amended returns.
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Identity Theft issues
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All study resources/links will be provided for students from Pub 4012, Pub, Pub 6744 & Pub 4491.
Prerequisite: Attendees need to complete the two following online trainings before the workshop meets.
1. Ethics training: https://www.irs.gov/pub/irs-pdf/p4961.pdf
2. Intake Interview & Quality Review training: https://www.irs.gov/pub/irs-pdf/p5101.pdf
Intake interview & Quality Review Form 13614-C (2022): Form 13614-C (Rev. 10-2022) (irs.gov)
The 2nd training is based on this mandatory form required to be used at VITA sites. All clients must complete, and all volunteers must carefully review for the accuracy of the tax return. Please familiarize yourself with this form by completing with your personal information.
Email crodriguez@uwcj.org or 732 247 3727 X 216
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 and be ready to start by February 1, 2024 through April 30, 2023.
Volunteers will work at 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: Prepare Federal & State tax returns for electronic e-file
Skills – Detail oriented, great interpersonal skills, dependable, flexible.
Certifications required:
1. Ethics test (open book test)
2. Intake/Interview module (open book test)
3. Basic or Advanced level Certification (open book test)
