VITA & TCE Guides

Free Tax assistance

• Volunteer Income Tax Assistance (VITA):
  • IRS.gov/VITA
  • download the free IRS2Go app
  • call 800-906-9887 to find the nearest VITA location
  • See: https://apps.irs.gov/app/vita/
  • https://apps.irs.gov/app/vita/sitemap.jsp EXCELLENT

• Tax Counseling for the Elderly (TCE):
  • IRS.gov/TCE
  • download the IRS2Go app
  • call 888-227-7669 to find the nearest TCE location

VITA Training Guide

1. Pubication 4491, VITA/TCE Training Guide
2. Form 13614-C, Intake/Interview & Quality Review Sheet
3. Publication 4012, Volunteer Resource Guide
4. Publication 17, US TAx Guide
5. Publication 4961, VITA/TCE Volunteer Standards of Conduct – Ethics Training
6. Publication 5101, VITA/TCE Intake/Interview & Quality Review Training
7. Form 6744, Volunteer Assistor’s Test/Retest
8. Form 13614-C Job Aid in Publication 4012
9. Form 13615, Volunteer Standards of Conduct Agreement - VITA/TCE Programs
   • Optional
10. Publication 4299, Privacy, Confidentiality, & Civil Rights - A Public Trust

p4491.pdf

p4012.pdf

Filing Status - Interview Tips

• filing_status_4012.pdf, Filing Status - Interview Tips

Intake/Interview & Quality Review Sheet

f13614c.pdf