The Tax-Aide program offers training support for volunteer tax preparers in the form of classes, printed materials, and access to the IRS on-line cerification program. In addition, we have almost 300 experienced volunteers ready to help you learn and help our clients.
The links and materials here are intended to provide a central place for volunteers to access the tools they need to complete their training.
Information for Students:
Training Requirements
- Tax-Aide Training Requirements
- AARP Tax-Aide Standards of Professionalism
- NH Program Policies and Procedures
Exam for Required Certification
- Online Exam
- Link and Learn (online training course)
2011 IRS Publiciations
- 4012 (Volunteer Resource Guide)
- 6744 (Volunteer Test)
- Note: Volunteers are encouraged to take the Online Exam, and may use Link and Learn for training support as well.
- 4491 (Training Guide)
- 4491W (Problems and Exercises)
- 4491W Answers (corrected and updated Dec-2011)
- 4491X Supplement (includes corrections for 4491 AND replacement pages for errors in 4012)
- 4942 (Cancellation of Debt and Health Savings Account Training)
Other Information and helpful materials
- MA Example for training, MA Example solutions (prepared by Nashua training team in 2010 - requires 2010 tax software for answers to be correct!) TaxWise Online Training 2010
- In Scope Definitions for form 8949 Column b codes
- Additional TaxWise screenshots and reference materials (good to add to your 4012)