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Volunteer Tax Training


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.


AARP: Training will be held Monday, January 20-23, 2014 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. 

  • Saturday, January 11, 9am-12pm: Customer service and orientation training
  • Wednesday, January 15, 5:30pm-8:30pm: Customer service and orientation training
  • Saturday, January 18, 9am-1pm: Anatomy of the 1040 and MT Tax law update
  • Wednesday, January 22, 2pm-8pm: Soft Opening at HRDC


VITA: January 6-8, 2014 9am-4pm with a break for lunch | St. Ann's Church 2100 Farrugut Ave. Please contact Carin McClain to sign up at 1-800-745-5546 x 142.


VITA: January 9-10 9am-4pm with a break for lunch at  the Bozeman Public Library. Please contact Roselle White at District IX HRDC to sign up.

AARP: January 20-24 at the Bozeman Social Senior Center | 807 N Tracy Ave. For Information contact Chuck Geller at 406-219-3948.


AARP: January 21-24, 2014 at the Hamilton Senior Center | 820 N 4th St. Please contact Franz Erskine at 406-777-3677 to sign upto sign up.




AARP: January 6-10, 2014. Please contact Roger Thorvilson to sign up.


VITA and AARP: January 6-10, 2014 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.


AARP: January 21-24 at the Missoula Senior Citizens Center | 705 S Higgins Ave | Contact Paula Plymale at 406-721-0165 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.


*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."






*Note: The answer sheet had a mistake for line 65 and 66. Line 66 should have $1,000 and Line 65 should be 0.

*Note: The answer sheet had mistakes for the following items:

  • Schedule A, line 9: $4,388
  • 1040, line 40: $11,088
  • 1040, line 43: $27,136
  • 1040, line 44: $3,461
  • 1040, line 61: $2,987
  • 1040, line73 and 74: $1,345


*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 is brought to you by: Montana Legal Services Assoc., Montana Credit Unions, Montana Department of Revenue, Opportunity Link Inc., RDI, and Student Assistance Foundation.

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