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 live tax return under the 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 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 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 the Social Security Administration showing Social Security Received, Federal Tax Withheld, and Medicare Premiums Withheld.
What is a 1099-SSA?
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 2024 filing status for a married couple living in The Villages if one died in December 2024
What is Married filing Jointly?
Blue Form received from the Railroad Retirement Board showing the social security equivalent income received by a railroad retiree.
What is a RRB-1099?
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 each year that contains a roadmap of the taxpayers' financial and demographic status that is the basis for preparing a quality tax return.
What is the Intake and Interview Form 13614-E or 13614-NR?
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 2024 filing status for a surviving spouse living in The Villages if the other spouse died in December 2023
What is Single?
Form received to report Interest Income.
What is a 1099-INT?
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 are all documents the tax payer brought to the site along with a copy of the tax return as filed and signed Form 8879?
The maximum Gross Taxable income for a dependent for 2023
What is $5,050?
Form received to report Dividend Income.
What is a 1099-DIV?