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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2025 Forms and Pubs
These are the newest available documents for the current tax season.
| Source | Doc # | Title | Rev | View |
|---|---|---|---|---|
| AARP | Scope.pdf | Scope Manual 2025 | 10/25 | OPEN |
| AARP | 13614-C | Intake Interview – Quality Review Sheet AARP Booklet | OPEN | |
| AARP | Workbook | NTTC Workbook – Practice Excercises | 9/25 | OPEN |
| AARP | p4012NTTC | NTTC 4012 Resource Guide (TY25 ) | 10/25 | OPEN |
| AARP | Quad fold | Qualifying Child or Relative Resource Tool | 9/25 | OPEN |
| AARP | p4491nttc | NTTC Study Guide (TY25) | 10/25 | 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 | 10/25 | 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 |
| IRS | p4961 | Volunteer Standards of Conduct Training | 10/25 | OPEN |
| IRS | p5101 | Intake/Interview & Quality Review Training | 10/25 | OPEN |
| IRS | p4491 | VITA/TCE Study Guide | 10/25 | OPEN |
| IRS | p4012 | VITA/TCE Volunteer Resource Guide | 10/25 | OPEN |
| IRS | p6744 | VITA/TCE Volunteer Assistor’s Test/Retest | 10/25 | OPEN |
| AARP | p6744NTTC | VITA/TCE Volunteer Assistor’s Test/Retest modified by NTTC | 10/25 | OPEN |
| IRS | p6744 (partial) | Advanced Test for Printing (52 pages) | 10/25 | OPEN |
| IRS | p5838 | Intake/Interview & Quality Review Handbook | 10/25 | 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 | 2/25 | OPEN |
| IRS* | p17 | Your Federal Income Tax For Individuals | 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 | 10/25 | 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 (Feb 8, 2025) | OPEN | |
| local | D50 Admin | Secure Folder | GO | |
| AARP | NTTC-SS | Self-Study Counselor Training | 8/25 | OPEN |
| AARP | NTTC-SS | Self-Study ReadMe | 2025 | OPEN |
| AARP | NTTC-SS | Pathway to Certification | 2025 | OPEN |
| VITA | Mini Poster | OBBB Chart | 11/25 | OPEN |
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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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