Selecting Your Certification Path
Take the training course(s) and associated certification test(s) that pertain to the type of returns you will be preparing. The instructions for taking the courses online differ from the instructions for the certification testing.
Each Link & Learn Taxes course is self-contained:
Two optional specialty courses are also available on Link & Learn Taxes: Health Savings Accounts and Cancellation of Debt.
The Health Savings Accounts course is for volunteers with an Intermediate certification and the Cancellation of Debt course is for volunteers with an Advanced, Military, or International certification.
Read through the descriptions on the following screens to determine which courses apply to you. If you are not sure which courses to take, ask your Sponsor or Site Coordinator for assistance. It is strongly encouraged for volunteers to certify at the Advanced level.
Relevant portions Form 1040 are highlighted to provide familiarity and relevance.