A year after retirement I worked shortly for a commercial tax preparation firm. I had a problem with their ethics, so the following year I began working with VITA. (The AARP program is very similar and both do tax returns for low income and the elderly.) Continued with VITA for seven years but my hearing became worse resulting in too much stress. It was challenging, rewarding, and I learned a lot. The training program I had, which was conducted by a former accounting prof., was excellent.
Can some of the volunteers describe the AARP program: How much training needed, By when? How much time one needs to work?
I have been doing income tax for AARP for 11 years in Peoria, AZ.. Training for new volunteers starts in January and lasts about 2 weeks with a total of 20 hours in the classroom. Then we have about 10 hours of computer training. The experienced tax consultant will have about 10 hours of training and another 10 hours of computer training.
All tax consultants need to pass a basic test, a intermediate and an advanced test each year with a score of 80 % in each test to qualify. There are greeters, there are floor managers and other types of jobs during tax season. Not all are ready to be a consultants.
We may have a lot more than $50,000 income now but none of it (directly) "earned" income (wages/salaries). From the time my spouse was ordained (1980 June 15) we have paid to have a professional prepare our joint income tax returns -- someone most familiar with clergy income tax laws and regulations.
I just finished doing a retired clergy income tax returns for 2010, 2011, 2012, and 2013. I did the federal, Maine and Arizona. It was done thru AARP and did not cost anything except for the postage to mail the returns in. AARP state that they do returns for low to middle income people but in my 18 years of doing returns for AARP I have never turned down a person with high income.
Sorry, the page you requested can't be found.
Sorry you weren’t able to access this link. It was originally posted in 2012 (on the previous platform) and I am having trouble locating it. I did find a few resources that may be helpful: http://www.irs.gov/Individuals/Volunteer-Tax-Preparer-Training-%E2%80%93-Scope,-Curriculum,-Delivery-Methods-and-Resources and http://www.irs.gov/Individuals/IRS-Tax-Volunteers.
I have been a tax volunteer with the AARP tax aide program for 18 years. We have a wonderful facility at a retirement center and we use their computers. We look out over a golf course and see rabbits quite often. We have 7 people that can do the return and then have 4 senior people, one of which will that check the return and print it out for the people. All returns are send in via the computer. We also do out of state returns.
Retrieving data ...