Tax Training Program

By:    Date: 01-25-2012

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

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.

Basic Volunteer Training Materials

Campus Fellow Training Materials


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 Auburn/Opelika

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 Dothan

Volunteer Availability Form for Florence

Volunteer Availability Form for Huntsville/Decatur

Volunteer Availability Form for Jacksonville/Anniston

Volunteer Availability Form for Mobile

Volunteer Availability Form for Montgomery

Volunteer Availability Form for Tuscaloosa – UA Law, UH 331 (1 credit), MGT 491 (1 credit) and AC 210 (Tuscaloosa Campus Fellows complete this form)

Volunteer Availability Form for Tuscaloosa – UA UH 331 (3 credits) and MGT 491 (3 credits) 

Volunteer Availability Form for Tuscaloosa – All Other Undergraduate and Graduate Volunteers



IRS Publication Resources

2013 IRS Publication 4491 Student Training Guide

IRS Publication 4012 Volunteer Resource Guide

IRS Publication 17 Your Federal Income Tax

IRS 1040 Instructions

Internal Revenue Service




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). — for filing 2013 tax returns — 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:

Additional Resources

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.

Alabama Department of Industrial Relations

Quality Alerts



Prior Year Returns 

2012:  2012 IRS Form 13614-C (2012)   *can be e-filed

2011: 2011 IRS Form 13614-C (2011)    *can be e-filed

2010: 2010 IRS Form 13614-C (2010)   *can be e-filed

2009: 2009 IRS Form 13614-C (2009)  *must be paper filed