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Module A

Module A is a 4 to 6 hour session, particularly useful to new counselors.  The goal of Module A is to get students familiar with TaxWise Online (TWO) and to learn how to prepare the simplest of returns.  The learning is based upon "doing" and our objective is to complete the Basic Course exercises in the Workbook - Pub 4491W.  The basic reference for counselors through out the tax season is the Pub 4012, VITA/TCE Volunteer Resource Guide (spiral). The other sources are the Pub 4491 VITA/TCE Training Guide and the Pub 17 Your Federal Income Tax for Individuals.
Exercises:
  • Hudson
  • Beringer
  • Cunningham
  • Clark
  • Scott
To complete each of these exercises, W-2, 1099-INT, 1099-DIV, 1099-G, and/or SSA-1099s, will be input.  Students review the Pub 4012 and Pub 4491 sections that pertain to these forms and sources of income.  

Post class reading - 
  • Pub 4012   Tab 2, pages 2-1 through 2-6
  • Pub 4012   Tabs 7, 8, & 9 
  • Pub 4491   Lessons 8 & 14
Post class videos to view (if asked, sign on, your organization is TCE/AARP):

Note:  Module B has preclass reading.
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