Forms & Pubs
Federal tax publications and forms may be downloaded from the IRS website at https://www.irs.gov/forms-instructions
California tax forms may be downloaded from the FTB website at https://www.ftb.ca.gov/forms/index.html
Some of the more commonly used forms are listed her for your convenience, but you should always double check the government website for the most up-to-date information
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2026 Forms and Pubs
These are the newest available documents for the current tax season.
| # | Source | Doc # | Title | Rev | View |
|---|---|---|---|---|---|
| NEW | AARP | Scope.pdf | Scope Manual | 10/26 | OPEN |
| NEW | AARP | 13614-C | Intake Interview – Quality Review Sheet AARP Booklet | 10/26 | OPEN |
| NEW | AARP | Workbook | NTTC Workbook – Practice Excercises | 9/26 | OPEN |
| NEW | AARP* | p4012NTTC | NTTC 4012 Resource Guide | 10/26 | OPEN |
| NEW | AARP | Quad fold | Qualifying Child or Relative Resource Tool | 9/26 | OPEN |
| NEW | AARP | p4491NTTC | NTTC Study Guide | 10/26 | OPEN |
| FTB | f540 | California Resident Income Tax Return Form | OPEN | ||
| FTB | i540 | California Resident Income Tax Return Instructions | OPEN | ||
| FTB | p5130 | California Volunteer Reference Manual | OPEN | ||
| NEW | IRS | 13614-C | Intake Interview – Quality Review Sheet VITA Booklet | 10/26 | OPEN |
| IRS | P554 | Tax Guide for Seniors | OPEN | ||
| IRS | p502 | Medical and Dental Expenses | OPEN | ||
| IRS | p503 | Child and Dependent Care Expenses | OPEN | ||
| IRS | p334 | Business Expenses | OPEN | ||
| IRS | f1040 | U.S. Individual Income Tax Return Form | OPEN | ||
| IRS | i1040 | 1040 Instructions | OPEN | ||
| IRS | Link Learn | Link & Learn – VITA/TCE Certification Test Site | GO | ||
| IRS | p5379 | Link & Learn Taxes Certification Tests: FAQ | 12/25 | OPEN | |
| NEW | IRS | p4961 | Volunteer Standards of Conduct Training | 10/26 | OPEN |
| NEW | IRS | p5101 | Intake/Interview & Quality Review Training | 10/26 | OPEN |
| IRS | p4491 | VITA/TCE Study Guide | 10/25 | OPEN | |
| NEW | IRS* | p4012 | VITA/TCE Volunteer Resource Guide | 10/26 | OPEN |
| NEW | IRS | p6744 | VITA/TCE Volunteer Assistor’s Test/Retest | 10/26 | OPEN |
| NEW | IRS | p6744 (partial) | Advanced Test for Printing (42 pages) | 10/26 | OPEN |
| NEW | IRS | p6744 (partial) | Advanced Retest for Printing (11 pages) | 10/26 | OPEN |
| NEW | IRS | p6744 (partial) | Site Coordinator Test for Printing (6 pages) | 10/26 | OPEN |
| NEW | IRS | p5838 | Intake/Interview & Quality Review Handbook | 10/26 | OPEN |
| IRS | p5130 | California Volunteer Reference Manual (FTB) | OPEN | ||
| IRS | p5378 | Link & Learn Taxes Cert Tests: Getting Started | OPEN | ||
| NEW | IRS* | p4299 | Privacy, Confidentiality, and Civil Rights – A Public Trust | 10/26 | OPEN |
| IRS* | p17 | Your Federal Income Tax For Individuals | 12/25 | OPEN | |
| NEW | IRS* | irs.gov | Quality and Tax Alerts for IRS Volunteer Programs | 2027 | GO |
| local | SchA Wk | Itemized Deduction (Schedule A) Worksheet | OPEN | ||
| local | SchC Wk | Self-Employed (Schedule C) Worksheet | OPEN | ||
| NEW | local | Chromebook | Signing in for the first time this season | 9/26 | OPEN |
| local | TaxSlayer PL | Setup Yolo Practice Lab (PL) Account | OPEN | ||
| local | D50/Share | Yolo Files foldar | GO | ||
| local | CO Resource Tool | Annuity/Pension Exclusion Calculator | GO | ||
| local | Duck Book | California Counselor Reference Manual | 2/26 | OPEN | |
| local | Duck Book Errata | California Counselor Reference Manual Errata | 3/26 | OPEN | |
| local | D50 Admin | Secure Folder | GO | ||
| NEW | AARP | NTTC-SS | Self-Study Counselor Training | 9/26 | OPEN |
| NEW | AARP | NTTC-SS | Self-Study ReadMe | 9/26 | OPEN |
| NEW | AARP | NTTC-SS | Pathway to Certification | 9/26 | OPEN |
| VITA | Mini Poster | OBBB Chart | 11/25 | OPEN | |
| NEW | IRS | p5683 | Handbook for Partners and Site Coordinators | 10/26 | OPEN |
| NEW | AARP | NTTC-SS | Self-Study Resources | 9/26 | OPEN |
| NEW | AARP | NTTC-SS | Self-study Less common topics | 9/26 | OPEN |
| NEW | AARP | NTTC-SS | Self-study mentor guide | 9/26 | OPEN |
| NEW | AARP | NTTC-SS | Self-study excercises | 9/26 | OPEN |
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2025 Forms and Pubs
Downloadable documents for the 2025 tax season.
| Source | Doc # | Title | Rev | View |
|---|---|---|---|---|
| AARP | Scope.pdf | Scope Manual | 25-Oct | OPEN |
| AARP | 13614-C | Intake Interview – Quality Review Sheet AARP Booklet | OPEN | |
| AARP | Workbook | NTTC Workbook – Practice Excercises | 25-Sep | OPEN |
| AARP | WorkbookNTTC_E | TY24 NTTC Workbook Errata Release 4 | OPEN | |
| AARP* | p4012NTTC | NTTC 4012 Resource Guide | 26-Feb | OPEN |
| AARP | Quad fold | Qualifying Child or Relative Resource Tool | 25-Sep | OPEN |
| AARP | p4491NTTC | NTTC Study Guide | 26-Feb | OPEN |
| FTB | f540 | California Resident Income Tax Return Form | OPEN | |
| FTB | i540 | California Resident Income Tax Return Instructions | OPEN | |
| FTB | p5130 | California Volunteer Reference Manual | OPEN | |
| IRS | 13614-C | Intake Interview – Quality Review Sheet VITA Booklet | 25-Oct | OPEN |
| IRS | P554 | Tax Guide for Seniors | OPEN | |
| IRS | p502 | Medical and Dental Expenses | OPEN | |
| IRS | p503 | Child and Dependent Care Expenses | OPEN | |
| IRS | p334 | Business Expenses | OPEN | |
| IRS | f1040 | U.S. Individual Income Tax Return Form | OPEN | |
| IRS | i1040 | 1040 Instructions | OPEN | |
| IRS | Link Learn | Link & Learn – VITA/TCE Certification Test Site | GO | |
| IRS | p5379 | Link & Learn Taxes Certification Tests: FAQ | 25-Dec | OPEN |
| IRS | p4961 | Volunteer Standards of Conduct Training | 25-Oct | OPEN |
| IRS | p5101 | Intake/Interview & Quality Review Training | 25-Oct | OPEN |
| IRS | p4491 | VITA/TCE Study Guide | 25-Oct | OPEN |
| IRS* | p4012 | VITA/TCE Volunteer Resource Guide | 26-Feb | OPEN |
| IRS | p6744 | VITA/TCE Volunteer Assistor’s Test/Retest | 25-Oct | OPEN |
| AARP | p6744NTTC | VITA/TCE Volunteer Assistor’s Test/Retest modified by NTTC | 25-Oct | OPEN |
| IRS | p6744 (partial) | Advanced Test for Printing (52 pages) | 25-Oct | OPEN |
| IRS | p5838 | Intake/Interview & Quality Review Handbook | 25-Oct | OPEN |
| IRS | p5130 | California Volunteer Reference Manual (FTB) | OPEN | |
| IRS | p5378 | Link & Learn Taxes Cert Tests: Getting Started | OPEN | |
| IRS* | p4299 | Privacy, Confidentiality, and Civil Rights – A Public Trust | 25-Feb | OPEN |
| IRS* | p4012-A | VITA/TCE Volunteer Resource Guide | OPEN | |
| IRS* | p17 | Your Federal Income Tax For Individuals | 25-Dec | OPEN |
| IRS* | irs.gov | Quality and Tax Alerts for IRS Volunteer Programs | 2026 | GO |
| local | SchA Wk | Itemized Deduction (Schedule A) Worksheet | OPEN | |
| local | SchC Wk | Self-Employed (Schedule C) Worksheet | OPEN | |
| local | Chromebook | Signing in for the first time this season | 25-Oct | OPEN |
| local | TaxSlayer PL | Setup Yolo Practice Lab (PL) Account | OPEN | |
| local | D50/Share | Yolo Files foldar | GO | |
| local | CO Resource Tool | Annuity/Pension Exclusion Calculator | GO | |
| local | Duck Book | California Counselor Reference Manual | 26-Feb | OPEN |
| local | Duck Book Errata | California Counselor Reference Manual Errata | 26-Mar | OPEN |
| local | D50 Admin | Secure Folder | GO | |
| AARP | NTTC-SS | Self-Study Counselor Training | 25-Aug | OPEN |
| AARP | NTTC-SS | Self-Study ReadMe | 2025 | OPEN |
| AARP | NTTC-SS | Pathway to Certification | 2025 | OPEN |
| VITA | Mini Poster | OBBB Chart | 25-Nov | OPEN |
| IRS | p5683 | Handbook for Partners and Site Coordinators | 25-Oct | OPEN |
2024 Forms and Pubs
Downloadable documents for the 2024 tax season.
| Source | Doc # | Title | View |
|---|---|---|---|
| IRS | 13614-C | Intake Interview – Quality Review Sheet VITA Booklet | OPEN |
| AARP | 13614-C | Intake Interview – Quality Review Sheet AARP Booklet | OPEN |
| IRS | P554 | Tax Guide for Seniors | OPEN |
| local | SchA Wk | Itemized Deduction (Schedule A) Worksheet | OPEN |
| local | SchC Wk | Self-Employed (Schedule C) Worksheet | OPEN |
| IRS* | p4299 | Privacy, Confidentiality, and Civil Rights – A Public Trust | OPEN |
| IRS* | p17 | Your Federal Income Tax For Individuals | OPEN |
| IRS* | irs.gov | Quality and Tax Alerts for IRS Volunteer Programs | GO |
| IRS | p502 | Medical and Dental Expenses | OPEN |
| IRS | p503 | Child and Dependent Care Expenses | OPEN |
| IRS | p334 | Business Expenses | OPEN |
| IRS | f1040 | U.S. Individual Income Tax Return Form | OPEN |
| IRS | i1040 | 1040 Instructions | OPEN |
| FTB | f540 | California Resident Income Tax Return Form | OPEN |
| FTB | i540 | California Resident Income Tax Return Instructions | OPEN |
| IRS | Link Learn | Link & Learn – VITA/TCE Certification Test Site | GO |
| IRS | p5378 | Link & Learn Taxes Certification Tests: Getting Started | OPEN |
| IRS | p5379 | Link & Learn Taxes Certification Tests: FAQ | OPEN |
| IRS | p4961 | Volunteer Standards of Conduct Training | OPEN |
| IRS | p5101 | Intake/Interview & Quality Review Training | OPEN |
| IRS | p4491 | VITA/TCE Study Guide | OPEN |
| FTB | p5130 | California Volunteer Reference Manual | OPEN |
| local | Chromebook | Signing in for the first time this season | OPEN |
| local | TaxSlayer PL | Setup Yolo Practice Lab (PL) Account | OPEN |
| local | \D50\Share | Yolo files folder | GO |
| AARP | Workbook | NTTC Workbook – Practice Excercises | OPEN |
| AARP | Changes | TY24 NTTC Workbook Errata Release 4 | OPEN |
| IRS | p4012 | VITA/TCE Volunteer Resource Guide | OPEN |
| AARP | p4012nttc | NTTC 4012 Resource Guide (TY25 ) | OPENnoopener”>OPEN |
| AARP | Quad fold | Qualifying Child or Relative Resource Tool | OPEN |
| local | CO Resource Tool | Annuity/Pension Exclusion Calculator | GO |
| IRS | p6744 | VITA/TCE Volunteer Assistor’s Test/Retest | OPEN |
| IRS | p6744 (partial) | 2024 Advanced Test for Printing (41 pages) | OPEN |
| IRS | p4961 | Volunteer Standards of Conduct Training | OPEN |
| IRS | p5838 | Intake/Interview & Quality Review Handbook | OPEN |
| IRS | p4491 | VITA/TCE Study Guide | OPEN |
| local | Duck Book | California Counselor Reference Manual (Feb 8, 2025) | OPEN |
| IRS | p5130 | California Volunteer Reference Manual (FTB) | OPEN |
| IRS | Testing Site | Link & Learn – VITA/TCE Certification Test Site | GO |
| IRS | p5378 | Link & Learn Taxes Cert Tests: Getting Started | OPEN |
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