Additional NTTC/IRS Training Resources

AARP Volunteer Portal LMS Training - Instructors must understand that AARP volunteers are required to take the following courses:  Policies and Procedures, and Technology and Security. The Volunteer Portal Access Learning Content tip sheet is available here. 

IRS Pub 4942, Health Savings Accounts (HSA) - Training on health savings accounts. 

IRS Pub 5838, VITA-TCE Intake/Interview and Quality Review Handbook - This publication is designed to help tax counselors understand the process of conducting effective intake/interview and quality reviews. All coordinators and volunteers who answer tax law questions, instruct tax law classes, prepare or correct tax returns, and/or conduct quality reviews of completed tax returns will use this publication for instructions on these three processes. All volunteers must understand the processes required to prepare a tax return from start to finish. 

NTTC Training Handbook (most recent version) - A reference for TRCs and instructors designed to provide information needed to successfully carry out their roles. Topics include preparation for training (lesson planning, adult learning principles, delivery methods, proficiency exercises), minimum essential knowledge elements, advanced knowledge topics, certification, resource materials and products, and evaluation of training. To help determine what topics need to be covered, review the minimum essential knowledge elements and the advanced topics discussed in the Training Handbook. 

Tax-Aide Gold Standards -  Best practices for Intake and Interview and Quality Review. 

VA State Training Meets Schedule - The schedule for online Google Meets covering federal tax law for returning counselors, VA state tax training, MD/DC state tax training, and WV state tax training.