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
..
Client Forms & Worksheets
Downloadable documents to help prepare for the tax session.
| 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 | 554 | Tax Guide for Seniors | OPEN |
| local | ItemizeWkt | Itemized Deduction (Schedule A) Worksheet | OPEN |
| local | SchC Wkt | Self-Employed (Schedule C) Worksheet | OPEN |
..
Reference Documents
IRS and FTB publications for additional details on tax law.
| Source | Doc # | Title | View |
|---|---|---|---|
| IRS* | p4299 | Privacy, Confidentiality, and Civil Rights – A Public Trust | OPEN |
| IRS* | p4012 | VITA/TCE Volunteer Resource Guide | 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 |
..
Training Documents
Material used to study tax law and become IRS certified. More details on VOLUNTEER page.
| Source | Doc # | Title | View |
|---|---|---|---|
| IRS | Link Learn | Link & Learn – VITA/TCE Certification Test Site | GO |
| IRS | p5378 | Link & Learn Taxes Certification Tests: Getting Started | OPEN |
| IRS | p4961 | Volunteer Standards of Conduct Training | OPEN |
| IRS | p5101 | Intake/Interview & Quality Review Training | OPEN |
| IRS | p4012 | VITA/TCE Volunteer Resource Guide | OPEN |
| IRS | p4491 | VITA/TCE Study Guide | OPEN |
| IRS | p6744 | VITA/TCE Volunteer Assistor’s Test/Retest | OPEN |
| FTB | p5130 | California Volunteer Reference Manual | OPEN |
..
TA Volunteer Resource Page
The Volunteer Resource page is password protected to limit access to material provided by the national Tax-Aide organization
..