IRS - Certification Test

First read through these instructions then click on this link:

When you are logged in:  Make sure you click on the ADVANCED tab.  AARP Tax-Aide counselors are required to only take the tests that show up in the ADVANCED tab.  There is NO reason to do anything with the "BASIC" tab.

For the test you will want to use the 2013 version of TaxWise Online (https://twonline.taxwise.com/training/).

Once logged in, click on the Advanced tab and see a page similar this.  At the completion of all the test follow the instructions on the right.

Paper versions of the Certification test Form 6744:
  • Required: Standards of Conduct - self directed reading and test
  • Complete: presentation of Intake/Interview & Quality Review PowerPoint:
  • Ignore: Basic Test
  • Required: Advanced Test - passing score is 80%
Optional training: Paper versions of certification for the Health Savings Account and Cancellation of Debt tests are available at: 
  • Publ 4942 VITA/TCE Specialty Courses - Cancellation of Debt (COD) & Health Savings Accounts (HSA's)
  • Two volunteers at a shift (both preparing and Quality Reviewing) must be Certified to do returns with Form 1099-a or 1099-c.  
Remember it is an AARP TaxAide requirement that all returns are Quality Reviewed by a second certified volunteer!  This is NOT negotiable.
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Wayne Culp,
Nov 28, 2013, 7:39 AM
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Wayne Culp,
Nov 28, 2013, 7:39 AM
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