Thursday, January 1, 2009

Re: VITA Intro and Intermediate course

This was an email message received by the webmaster of http://www.vita-volunteers.org
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I did the beginers course self study using thetext books and completed the test. Should ISend in the hardcopy for evaluation or could Iuse the online test. What I'm asking are theOnline test questions the same as the textbook questions? It is a very interesting course. I Especially enjoy the book keeping work.

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Answer:
  1. The online test questions are close to and similar to the paper test but not the same.
  2. You can do either one. However, if you sign up online and take the exam on-line you can get the results right away, and get a certificate printout right away and have yourself registered is some database. Not clear who has access to the database since so far the local IRS Relationship Manager does not seems to have access to it, and volunteers have to take their certifications to the Site Coordinator anyway.
  3. If you do the paper test and send it in, then you need to figure out where to send it and wait for the grade. This works best if you are in classroom training and take a test at the end.
  4. Hope this answers your questions. If you need to continue this conversation, you can add to this post by clicking on the Comment below this message.

question about the VITA online certification tests

Email from Angela..

Hello,
I found this e-mail address at http://vita-volunteers.org after having called the IRS and having had no luck finding an answer to this question. I'm a 2nd year VITA volunteer who passed the basic online test last year when I was an Americorps volunteer in Burlington, VT. This year I'm in North Carolina and would like to volunteer again. However, I can't sign in to retrieve the test results from last year because I forgot the login information. The program tells me to enter in my business e-mail address so as to reset my password, but that e-mail account no longer exists. What should I do, or whom should I contact?

Thank you for any help you can provide,
Angela xxxxx
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Answer:
  1. Congratulations on wanting to volunteer again. Your effort and enthusiasm is what makes it worthwhile maintaining the web.
  2. Yet, it seems almost impossible to find out information about what to do and who to contact with questions even from the IRS.
  3. The practical solution is to re-register again with your current email and new password and not worry about last year's results - which would keep track of your scores only, and not the test answers.
  4. If it is important to get access to your previous year's results, then it may be necessary to pursue this further. Some avenues to try include the Territory Manager in your area or the Relationship Manager.

Monday, December 22, 2008

College Credit for passing tax certification?

I am helping recruite volunteers as an AmericorpsVISTA.

Can volunteers get college credit for passing the courses?

Would you recommend usingboth the workbook and Link and Learn or both?

Personally I would recommend studying the bookand using link and learn to review and codify the learning experience.

Dave xxxxxx

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Answers:
  1. Whether volunteers get college credit for passing the courses would depend on the college where credit is sought. There does not appear to be any mechanism announced through the IRS that grants college credit.
  2. The certification tests may have questions designed to force you to refer to the reference materials such as Pub 17 and Pub 4012; however, pdf versions of those documents and other material may help you get where you need to go even if hard copy paper documentation is not available
  3. There are alternative methods to get the training and certification needed depending on your circumstances, and what you have access to, and the knowledge level of the volunteer. Testing and certification to prepare taxes differ from taking a college course in that ultimately what is required is properly filling out tax returns for the community that is served.
  4. Hope this helps. Further comments may be added to the appropriate section at the end of this posting.

Sunday, December 21, 2008

Pub 4491-W TaxWise 2008 Answers

Answers for the IRS Link and Learn tests or tests in the workbook to obtain certifications are available through the local IRS office through the local IRS Relationship Manager.

For obvious reasons, it is not provided on-line or in the test booklet.

If you are grading the paper tests and need the answer sheets, you should be able to obtain them from the source described above.

If you are a potential volunteer trying to find out the answers, please note that the test is open book, without strict time limits, and is designed to make you think about the situations enountered in a filling tax returns. The situations you encounter when doing taxes may be more complicated than those in the test. If you are unable, unwilling, or do not have the time to look up the answers to questions in the available training material and reference documents, but pass the exam by using the answer sheet, how confident and comfortable would you feel when working with a taxpayer? You may want to rethink your decision to volunteer and the time commitment required.

Thursday, December 18, 2008

Online course study guide

e-mail from David

Dear Sir,
    Iam a VITA volunteer with Americorps and Iam
Doing the online Intro course. Is there a workbook
To go along with the course. I would find it easier to learn with a
study guide. The IRS courses are
Good but I would like a study guide. How many
Times can you repeat the test if you aren't successful the first time.

         David xxxxxx  
--

Answer
  • Congratulations on taking the initiative to find the study guide
  • The material that comes along with both in-class and online training are produced in hardcopy format and available from local office in charge of VITA
  • However, copies of the material are available in pdf format by searching in the IRS web site, calling the IRS toll-free number at 1-800-829-1040, going to http://www.vita-volunteers.org/Training_Material/Tax_Preparation_Volunteer_Training.htm
  • Hope this helps!

Thursday, November 20, 2008

volunteer training courses‏

e-mail from Benjy

Hi,
I'm not sure if you are the right person to contact, but I found the http://www.vita-volunteers.org/ site searching for VITA volunteer trainings in Westchester County, NY. I'm not really sure why San Jose is the only place with a webiste about this, but I'm glad you have one.

I was wondering if you knew of how to find out about trainings here. The only listings I could find were for the beginning of this past year.

Thanks.
Benjy xxxxxxx

Answer:
  • Thanks for your interest in VITA and helping others.
  • The website was created by a Site Coordinator in Santa Clara County, in which San Jose is located, after finding out for himself how difficult it was to get information about volunteering for VITA.
  • Your mail was automatically forwarded to the VITA national office, from which it should be forwarded to the appropriate Territory Manager, and eventually you should get a reply.
  • If you do not get a reply in a week, I suggest that you send your enquiry again. The webmaster of vita-volunteers.org has no other way of finding out if and when the query was handled.

Tuesday, October 21, 2008

Please sign me up as a VITA Volunteer

email from Pucharee

Hi,
My name is Pucharee xxxxxx. I used to be a volunteer for VITA program before. I want to sign up to be a volunteer. for this year again. Please sign me up and let me know that I'm in. Please e-mail me (xxxxxx@sbcglobal.net) or call me at xxx-xxx-xxxx.
Thank you very much
Pucharee xxxxxxx

Answer:
  • Thanks you for your renewed interest in VITA and helping others
  • Instructions for signing up to be a volunteer are available by going to http://www.vita-volunteers.org/
  • You can provide your information and contact number
  • The information will be forwarded to the National VITA office which will direct it to the IRS office serving your location
  • The webmaster is not unable to sign you up or let you know if you are in.