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Volunteer Income Tax Assistance Video Training Course

This new 11-part video course is designed to help Volunteer Income Tax Assistance (VITA) volunteers become certified to accurately prepare income tax returns for taxpayers in their community.

We recommend starting with session 1 to get set up with the Link & Learn Taxes software, the Practice Lab and the VITA certification test. Sessions 2-7 focus on federal income tax returns, while sessions 8-11 are geared for California state income tax returns.

This course, which covers many aspects of the recently adopted federal tax reform law, is intended to help volunteers learn at their own pace.

If you have questions, please contact your local VITA coordinator. Or, reach out to FTB’ s VITA team at 800-522-5665 or volunteercoordinator@ftb.ca.gov.

Good luck and thanks for your interest in the VITA program!

Begin below:

  • VITA Training Session 1: Getting Started
  • VITA Training Session 2: Intro to Federal VITA/TCE

    Clarification:
    In VITA Training Session 2: Intro to Federal VITA/TCE, on slide 32, the maximum amount of California Earned Income Tax Credit (CalEITC) avaliable for a taxpayer with two children for tax year 2018 is $2,559, not $2,505.

  • VITA Training Session 3: Filing Basics and the ACA
  • VITA Training Session 4: IRS Form 1040
  • VITA Training Session 5: Deductions
  • VITA Training Session 6: Federal Tax Credits
  • VITA Training Session 7: Other Taxes and Payments
  • VITA Training Session 8: CA vs. New Federal Tax Law
  • VITA Training Session 9: Filing Status for CA & More
  • VITA Training Session 10: Schedule CA (540) Adjustments
  • VITA Training Session 11: CA Head of Household & More

Note: This VITA video training course is intended to train VITA volunteers, who prepare tax returns for free as a public service to the community. California law requires anyone who prepares tax returns for a fee and is not an exempt preparer to register as a tax preparer with the California Tax Education Council (CTEC). Exempt preparers are California certified public accountants (CPAs), enrolled agents (EAs), attorneys who are members of the State Bar of California, and certain specified banking or trust officials.

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Last Updated: 12.14.2018