2024 VITA Volunteer Essential Links and Information
General IRS/VITA Information:
IRS Link and Learn Website - The go-to website for all things VITA (note: once you log in to Link and Learn you will only be able to access the tests, staying logged out gives access to all resources).
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The Link and Learn website is currently being updated this 2024 season.
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For those with previous Link and Learn accounts, you may select Forgot Password to reset. DO NOT USE special characters in the new password.
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All users should review and update the My Account section as needed.
Getting Started with Link and Learn Tutorial - Follow this step-by-step guide to create an account on the IRS Link and Learn website and complete your exams!
Information on CE Credits - Further information on obtaining continuing education (CE) credits.
Study Resources and PDFs:
Link and Learn Lessons - A breakdown of lesson content and course workouts, helpful if you’re looking to break up your studying!
IRS Publication 4961 - Study material for the Volunteer Standards of Conduct test.
IRS Publication 5101 - Study material for the Intake/Interview and Quality Review test.
IRS Publication 4491 - Federal tax law training guide for Basic/Advanced Certification.
IRS Publication 4012 - Guide to assist in preparing a return using TaxSlayer and will be helpful when taking the tests.
Tests:
IRS Publication 6744 - Use this to access all tests in PDF form. Yes, these are the exact tests you will be taking!
Certification Exam Alert – Note there are a few changes to the Form 6744 VITA/TCE Test and Retest. Please review before taking the certification exam.
Basic Certification Test Helper - Use this while taking the Basic exam to properly locate the unit/page numbers for each question’s material.
Advanced Certification Test Helper - Use this while taking the Advanced exam to properly locate the unit/page numbers for each question’s material.
Filing Practice:
Note: you will be prompted to use the practice lab for the last scenarios on the Basic/Advanced Test
Tax Slayer Practice Lab (Universal Password: TRAINPROWEB) - After entering the Universal Password, create a personal log-in to access the Practice Lab.
