Whats in my training kit?

Product Publication 4491, Student Training Guide Whats New This Year New tax law content for 2010 that was available at the time this publication was approved for print Publication 4491 is now the printed technical training guide for instructors and students. Instructors can acquire additional guidance on www.irs.gov, by searching for Publication 4555-e. The scope of returns prepared at VITA/TCE sites expanded to include: - Lesson 9, Schedule C with limitations - Lesson 12, Royalty Income on Schedule K-1s - Lesson 28, Form 5329, Part I, Additional Tax on Early Distributions Note: The following optional modules are available on www.irs.gov, keyword Link & Learn Taxes, for VITA/TCE tax preparers with Advanced, Military or International certifications: - Cancellation of Debt for Credit Cards and Mortgages - Health Savings Accounts (HSAs) Publication 4491-W, Problem and practice exercises that cover new 2010 tax law and Comprehensive Problems & changes to what is in scope this year. Exercises Workbook If possible, sites should wait to use the tax year 2010 tax preparation software that will be on the Software Practice Lab when Link & Learn Taxes is available on www.irs.gov in early November. Publication 4012, Volunteer The job aid for using Form 13614-C, Intake/Interview & Quality Resource Guide Review Sheet is revised to include an unsure column. Additional guidance for charts and exhibits revised to reflect tax year 2010 tax law. Form 6744, Test/Retest The test is designed for use with the software Practice Lab on Link & Learn Taxes. It is open book and can be taken and scored on Link & Learn Taxes. The answers for the test and retest are based on 2010 values for deductions, exemptions, tax, and credits. To be a certified volunteer, the student must demonstrate competency in 2010 tax law. Only the 2010 version of the software will generate the correct answers for 2010 returns. Course Evaluation Share your ideas for enhancing these materials by completing the training evaluations on www.irs.gov, keyword Link and Learn Taxes. At the end of any online module, click the evaluation link and make the appropriate entries. See the Directors letter in the front of this book for additional guidance. Software Practice Lab Reinforce your training using the IRS e-learning application for volunteersLink & Learn Taxes. The site also contains an early-release version of the IRS-provided tax preparation software.

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