Complete exercises PDFs (I/I & QR, Workbook, brokerage) can be found here.
For use by AARP Foundation Tax-Aide volunteers only. AARP Foundation Tax-Aide creates materials for exclusive use by Tax-Aide volunteers only. All other use is prohibited unless written permission is granted.
New Counselors
New counselors will be guided by an instructor (or assigned mentor) who will introduce them to TaxSlayer - logging in and getting to the Practice Lab. New counselors will be introduced to the tax return with four training exercises (returns) found in Workbook chapter Training Tax Forms: Andrews, Baker, Caldwell, and Davenport.
The training exercise presentation read-me-first for these four exercises is here.
For certification, new counselors shall complete at least four core returns with continuations, normally outside the classroom, from the Workbook. The core exercises are:
NTTC Workbook Certification Exercises for Returning Counselors
Certification exercises are designed to test the knowledge of returning counselors and to prepare counselors for the IRS certification test. The four certification exercises are listed below. Click the last name shown at the top of the page to link to exercise's Intake Booklet.
A spreadsheet of line-by-line answers has been sent by email to all District TRCs. It's OK to send the spreadsheet or a link by email, but do not post it on any website. It's okay to post AGI and the final refund/due, but that's it!