Publications:

IRS Publication 4012 - VITA / TCE Volunteer Resource Guide

IRS Publication 17 – Your Federal Income Tax (2021)

IRS Publication 901 – US Tax Treaties

IRS Publication 4961 - Volunteer Standards of Conduct - Ethics Training

IRS Publication 5101 - Intake / Interview & Quality Review Training

Forms:

13614-C Intake / Interview & Quality Review Sheet

1040 Instructions for 1040 and Schedules 1-3 (2021)

Schedule B Instructions Interest and Ordinary Dividends (2021)

Schedule 1 Additional Income and Adjustments to Income (2021)

Schedule 2 Additional Taxes (2021)

Schedule 3 Additional Credits and Payments (2021)

Schedule EIC Earned Income Credit

Training Presentations:

Training Session 1: PDF VIDEO Examples & Solutions

Training Session 2: PDF VIDEO Sunil Resident Example

Training Session 3: PDF VIDEO Basic Test Scenarios

Canvas Course:

Resident Tax Course (Log in to your U of Mn Canvas Account)

Training Materials - Residents

Resident Tax Training Modules

Other Useful Reference Materials

All Those Kids Reference sheet for qualifying for credits and filing status