This page is a one-stop resource to provide you with information about volunteer tax training to become a VITA or AARP TCE Volunteer. Several training options are available to volunteers throughout the state. Attend any or all!
Tax Tele-Course | Classroom Training | IRS Link & Learn | Volunteer Software Training | Practice Problems
The Tax Tele-Course
The Tax Tele-Course is a series of tax law trainings conducted over the phone and designed to teach volunteers how to prepare taxes at free tax sites across the state of Montana. The curriculum is based on IRS VITA training materials with each session lasting about an hour. Each session is recorded and archived on the Tax Tele-Course page for participants to listen to as many times as they want.
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Classroom Trainings
Classroom trainings are offered in most major cities in Montana.
Billings
AARP: Training will be held Monday, Jan 21st through Thursday 9am-4pm at First Baptist Church | 218 North 34th St (across from The Moss Mansion). Contact JoAnn Nelson for more information or to sign up at 406-652-5988.
VITA: Training will be held on the following days. Participants may attend whichever sessions they choose. Sign up online or contact Kaycee Fornan at 252-3839 x 38.
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Saturday, January 12, 9am-12pm: Customer service and orientation training
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Wednesday, January 16, 5:30pm-8:30pm: Customer service and orientation training
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Saturday, January 19, 9am-1pm: Anatomy of the 1040 and MT Tax law update
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Wednesday, January 23, 2pm-8pm: Soft Opening at HRDC
Butte
VITA: January 2-4, 2013 9am-4pm with a break for lunch | St. Ann's Church 2100 Farrugut Ave. Please contact Rachael Milne to sign up at 1-800-745-5546 x 142.
Bozeman
VITA: January 21 9am-4pm with a break for lunch; January 22, 9am-12pm. On January 21st training will be held at the HRDC conference room | 32 South Tracy Bozeman MT. On January 22nd training is located at the Bozeman Public Library in the small conference room | 626 East Main Street. Please contact Roselle White at District IX HRDC to sign up.
Havre
VITA: January 14-18, 9am-4pm with a break for lunch. Training will be located at North Central Montana Transit | 3105 US Hwy 2 NE in Havre. Contact Star Perkins to sign up.
Helena
AARP: January 7-11, 2013 Lewis and Clark County Library | 120 North Last Chance Gulch Pedestrian Mall. Please contact Roger Thorvilson to sign up.
Kalispell
VITA and AARP: January 14-18, 2013 from 8:30 am - 3:30 pm at the FVCC Workforce Training Lab | Arts & Resource Building | 745 Grandview Dr | Kalispell, MT 5990l. Contact Porki Harris to sign up.
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IRS Link & Learn
The IRS sponsors online tax preparer training called Link & Learn. This training is completely online and best-suited for independent learners. Visit their website to get started.
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Volunteer Software Training
Click this link to watch video tutorials about using TaxWise Online, the tax preparation software used at volunteer tax preparer sites.
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Practice Problems
2011 Publication 4491-W Answers
Below are the completed practice problems from the 2011 Publication 4491-W. Compare your completed practice problems with ours.
Hudson
Beringer
*Note: when filing out the Social Security lump sum worksheet, be sure to complete one for each year. Also, make an entry for the amount received this year on the line that says "Gross amount received attributable to 2011."
Cunningham
Clark
Scott
Washington
Carlton
Moore
*Note: The answer sheet had a mistake for line 65 and 66. Line 66 should have $1,000 and Line 65 should be 0.
Webster
*Note: The answer sheet had mistakes for the following items:
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Schedule A, line 9: $4,388
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1040, line 40: $11,088
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1040, line 43: $27,136
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1040, line 44: $3,461
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1040, line 61: $2,987
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1040, line73 and 74: $1,345
Taylor
Graham
*Make sure to enter amounts for Non-Business Residential Property Credit on line 6a of Form 5695.
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Please contact Karen Smith at 1-800-745-5546 ext. 124 to request any changes to information on this page.
Questions? Call 1-800-666-6899
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