Welcome to the SaveFirst Tax Training Program!
Below you will find information about training times and registration by city, resources for trainings, and resources for use at the tax site. If you would like additional information about training sessions or volunteering, please email our SaveFirst Volunteer Coordinator at firstname.lastname@example.org
Attention current or prior-year volunteers! Apply to be a SaveFirst Campus Fellow in 2014-15 - Priority Deadline April 17, 2014. Learn more here.
Apply for a SaveFirst Internship here. (Spring 2015)
SaveFirst Training Materials
Click the link below to access training materials for the appropriate volunteer level.
SaveFirst 2013-14 Tax Test
Use this form to submit your responses: VITA Basic Certification Exam Responses for SaveFirst
Questions and answer submissions for 2013 Basic RETEST
Access the 2013 Basic Test Here: IRS Form 6744 Volunteer Test 2013 Returns – Basic Exam
*Use the Form 6744 along with the VITA Basic Certification Exam Responses for SaveFirst (ClassMarker).
Campus Fellows, “Advanced Track” Interns, and Intermediate- or Advanced -Level Volunteers: 2013 Advanced Test – Responses
Use the Form 6744 Advanced test along with the “2013 Advanced Test – Responses” Link above to complete the certification exam.
2013-14 Volunteer Availability Forms (end of January through early March)
Be sure to choose the availability form FOR YOUR CITY/COLLEGE:
Volunteer Availability Form for Birmingham/Bessemer (Birmingham Campus Fellows complete this form, EXCEPT Beta Alpha Psi-affiliated fellows)
Volunteer Availability Form for Birmingham – UAB Beta Alpha Psi and GCLH Students Only (Beta Alpha Psi-affiliated Campus Fellows complete this form)
Volunteer Availability Form for Tuscaloosa – UA Law, UH 331 (1 credit), MGT 491 (1 credit) and AC 210 (Tuscaloosa Campus Fellows complete this form)
IRS Publication Resources
TaxWise Online Software
TaxWise is a great resource for you to learn to prepare returns correctly. When you log in to the website, your username is your last name + first initial in CAPS (e.g., Randall Smith would be SMITHR).
twonline.taxwise.com — for filing 2013 tax returns
twonline.taxwise.com/training — use for TRAINING purposes only
Free Online Tax Filing
Taxpayers who are unable to visit one of our tax sites and make less than $57,000 can file their taxes for free online at the following website:
Defined Benefit Pension Plans (not subject to Alabama tax)
**Note: This is not an exhaustive list. If the retirement plan in question is not listed here, call the Alabama Department of Revenue or the plan administrator (e.g., Fidelity or Morgan Keegan) to determine if the plan is a defined benefits plan.
FOR SITE COORDINATORS
Prior Year Returns