This is the third of three training sessions to get you ADVANCED CERTIFIED as a VITA volunteer.
RSVP and train from the comfort of your own home in three 1.5 hour sessions over Zoom.
The link to join the training session will be sent out two days prior to the training session.
What you need:
- A computer, tablet, or mobile phone with internet connectivity
- A comfortable chair
- Training materials. Click here to download your copy (or come to our office to pick up printed versions).
Topics covered:
- Filing status / marital status / Dependents
- Income (Self-employment; sale of stocks, bonds, etc.; retirement income)
- Expenses (medical, dental; taxes; mortgage interest; charitable contributions; self-employment expenses)
- Health Savings Accounts; health coverage from Marketplace
Please review our new Volunteer Manual before training. It will answer many of your questions on procedures and system log-ins.
Certifying first in Standards of Conduct and Intake/Interview would be helpful to your learning.
All Zoom training sessions will be recorded for you so that you can "rewind" topics.
