TaxAide Program Basics
The two organizations that sponsor the Tax Aide Program.
What are the AARP Foundation and the Internal Revenue Service?
The only allowable computer to be used to prepare a tax return under Tax Aide Program.
What is a Tax Aide Provided Chrome Book Computer?
This person is responsible to greet the taxpayers and help them to organize their information.
Who is a Client Facilitator?
The preferred tool to be used to determine dependency and filing status for the Tax Aide Program.
What is the Qualifying Child or Relative Resource Tool? Note the CRT (Bogart) Tool is also an acceptable answer.
Form received showing Wages and Salary earned during the year.
What is a W-2?
The Software selected for the Tax Aide Program to use in preparing returns.
What is Tax Slayer PRO?
This IRS document is to be considered the official rules and directions governing the preparation of tax returns under the Tax Aide Program.
What is the Annotated Form 4012?
This person is responsible to interview and discuss the I&I with taxpayers, check for completeness, review for relevant tax law issues, and enter data into Tax Slayer
Who is a Counselor?
The typical filing status for a married couple living in The Villages
What is Married filing Jointly?
Form received from a bank or brokerage for distributions from a retirement plan or annuity.
What is a 1099-R?
The goal of "providing free, high quality and widely available tax preparation services in a courteous and professional manner" appears in this statement.
What is the Tax Aide Mission Statement?
This document identifies items that are out of scope for the Tax Aide Program meaning we cannot prepare this return.
What is the Scope Manual?
This person is an experienced Counselor who will review all information and the tax return for accuracy and prepare the return for filing?
Who is a Quality Reviewer?
The typical 2023 filing status for a married couple living in The Villages if one died in December 2023
What is Married filing Jointly?
Form received from a payer who makes payments to a non-employee for services
What is a 1099-NEC? This amount usually will flow to a Schedule C.
Prepare 4 returns correctly, pass 3 IRS Tests, view 2 AARP Videos, and sign the Volunteer Agreement.
What are the requirements to certified as a Tax Aide Counselor?
The form that each taxpayer must fill out that contains a roadmap of the taxpayers' financial and demographic status that is the basis for our tax preparation.
What is the Intake and Interview Form (I&I)?
This person is an highly experienced Counselor who is responsible for the overall operation of the site and making decisions on tax and other issues.
Who is a Site, Location, or Shift Coordinator?
The typical 2023 filing status for a surviving spouse living in The Villages if the other spouse died in December 2022
What is Single?
Forms received for Interest or Dividend income
What is a 1099-INT or a 1099-DIV?
This group prepared almost 10,000 tax returns annually prior to COVID.
Who are The Villages Tax Aide Volunteers?
The website that contains links to all of the relevant documentation to be used by TaxAide volunteers in The Villages.
What is villagestaxaide.com?
These documents are given to the taxpayer when they leave our site.
What is all documents the tax payer brought to the site along with a copy of the tax return as filed and signed 8879?
The maximum Gross Taxable income for a dependent for 2023
What is $4,700?
Taxpayers with a Schedule C may be eligible to claim these expenses that would normally go to Schedule A.
What are Medicare, Health and Dental Insurance, and qualifying LTC Premiums IF PAID WITH AFTER TAX MONEY?