Tax Prep Reference
Training, Test sites, and Documents, including Link & Learn
Note: Some documents used to be on Smithsite (onedrive), but are not available at the moment.
The documents linked below are being updated to 2023 versions.
- District 7 (North half of Seattle) Tax Aide Sites
- Form 1040 draft instructions 2023
- Tax Rate and Earned Income Credit tables 2023
- Qualifying Child or Relative Resource Tool -2023 (Used to be the "tri-fold." Now is 8 pages. The 2023 version is nearly identical to the '22 version )
- Washington State Working Families Tax Credit: Eligibility and Max credit estimate
- How to setup an installment payment plan
- How to do Medicaid Waivers. Updated for 2022 to include changes in TaxSlayer and interpretation of the tax law. Also applies to prior years.
- Tax-Aide Scope Manual TY23 (latest version))
- State scope regarding Married Filing Separately
- IRS Forms & Publications
- Pub 4012 for Tax Year 2023 with NTTC Changes (latest version)
- 2023 Pub 17
- Link and Learn Testing & Certifications
- Vita Training courses
- Pub. 4491 Training Guide for 2023 with NTCC mods (latest version)
- Form 6744: Volunteer Assistor's Test / Retest -- from IRS website
- IRS note about American Opportunity Education Credit
- When applying for ITIN, you need to take ID and forms to a Certifying Acceptance Agent
- Overseas Spouse
- In class presentations (The ones for TY 2022 are on the Google Classroom):
- ACA Premium Tax Credit 1/4/20, by China Kay. presentation as pdf
- Using the Intake Booklet 1/4/20, by China Kay. presentation as pdf
- Using the Tri-Fold 1/4/20, by Derek Storm. presentation as pdf
- Schedule C Business and expenses, 1/4/, 1/11/20, by Chris Banta. PowerPoint presentation
- Retirement Income (simpified method) 1/11/20, by China Kay. presentation as pdf
- Capital Gains 1/11/20, by Derek Storm. presentation as pdf
- Education Credits 1/18/20, by Derek Storm. presentation as pdf
- Earned Income Credit 1/18/20, by Chris Banta. presentation as pdf
- Scope 1/18/20, by Vasant Katdare. presentation as pdf
- Volunteer Protection Act 1/18/20, by China Kay. presentation as pdf
- Who is eligible for Medicaid or CHIP? (I.e "GOV" medical coverage), by Mary Ekman
Notices from various authorities