Advanced
The Advanced course is designed for volunteers who will serve customers whose situations span the full VITA/TCE spectrum. This course includes all of the following lessons and test:
- Course Introduction
- Screening and Interviewing
- Filing Basics and Filing Status
- Personal and Dependency Exemptions
- Income, including Unemployment Compensation, Business Income, Retirement Income, Social Security Income, Capital Gain or Loss, and Other Income
- Schedule K-1 income as well as more complex pension issues, and mortgage forgiveness on a principal residence
- Adjustments to Income
- Standard Deduction, Tax Computation, and Itemized Deductions
- Credit for Child and Dependent Care
- Education Credits
- Foreign Tax Credit
- Child Tax Credit
- Miscellaneous Credits
- Other Taxes
- Payments
- Earned Income Credit
- Completing the Return
- Test
To take the Advanced training course, click the Advanced tab on the Link & Learn Taxes e-learning introduction page.
