Free Tax Prep Volunteer Training
Thank you for volunteering for the United Way Free Tax Prep program!
In-person training sessions were held in January. Materials presented at the trainings are compiled below for your reference.
Questions? Contact Abel Frederic, Vice President of Community Impact, at afrederic@unitedwayplains.org or (316) 267‑1321, ext. 4211.
TRAINING MATERIALS
Tuesday, Dec. 5
Introductions, Account Creation (L & L, TS), Program Primer and Volunteer Standards of Conduct
- Virtual Recording (passcode: J#V1t6J7)
- F1040 Individual Tax Return
- P6744 Updates
- P6744 Volunteer Test-Retest
Thursday, Dec. 7
Scope of Service, Intake Interview and Overview of 4012
Tuesday, Dec. 12
Who Must File, Taxpayer ID Numbers, Filing Status, Dependents
- Virtual Recording (passcode: E8=Sj#z4)
- 1040
- Rules for Claiming a Dependent – Relationship Test
- Schedule 1
- Schedule 2
- Schedule 3
- 4012
Tuesday, Dec. 19
Income and Additional Income
- Virtual Recording (passcode: #xV#QQc5 )
- Dividends Definitions
- Required Minimum Distribution
- Rideshare Drivers
- Tip Income
Thursday, Jan. 4
Additional Taxes, and Additional Credits and Payments
Tuesday, Jan. 9
EIC, Refund/Balance Due, Quality Review and Amended/Prior Year Returns
- Virtual Recording (passcode: kd+grc+4 )
- Qualifying Child Rules for Tax Year 2023
Thursday, Jan. 11
State Training with Carl York and Homestead Filing
Tuesday, Jan. 16
Taxpayer Advocate Service