Resources for Volunteer Tax Preparers This is for TY2014
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Proficiency Part 1

Application of your Tax Law knowledge to the preparation of example returns

These problems are loosely based on the TY2011 4491-W Scenarios, but have been modified and extended to test your proficiency in preparing a complete return - including the New Jersey return. (Use the Scenario write-up given here, NOT the write-up in the 4491-W book from the IRS.) You also must use the TY2013 version of TaxWise/Training, NOT the TY2014 version.

Problem Scenario Changed Refund Monitor Changed Notes
Moore click 11-28-2014 click 12-03-2014  
Baylor click 12-02-2014 click 12-08-2014  
Fleming click 12-08-2014 click 12-21-2014  
Sterling click 12-09-2014 click 12-02-2014  

Mentors: click here.

  Topic Matrix available here (v0.4 11-25-2014)

  Change Log:   Changes from TY2012 versions: