The IRS training materials online and in print are designed for classroom and self-study training environments. They contain technical and administrative guidance to accurately complete and file the following returns and supporting schedules and forms (at a minimum). Form 1040 ( U.S.Individual Income Tax Return) and 1040 Schedules 1,2, 3, A, B, D, C-EZ, EIC, M, R and SE. Form 1040-SR (U.S. Individual Tax Return for Seniors) Form 1040-NR ( U.S. Nonresident Alien Income Tax Return) Form 1040NR-EZ ( U.S. Income Tax Return for Certain Non-resident Aliens with no Dependents) Form 1040-PR (Planilla para la Declaración de la Contribución Federal Sobre el Trabajo por Cuenta Propia - Incluyendo el Crédito Tributario Adicional por Hijos para Residentes Bona Fida De Puerto Rico) Form 1040-X (Amended U.S. Individual Income Tax Return) Form 1041, Beneficiary's Share of Income, Deductions, Credits, etc. (Certain flow-through income from Schedule K-1) Limited Scope Form 1065, Partner's Shares of Income, Credits, Deductions, etc. (Certain flow-through income from Schedule K-1) Limited Scope Form 1120-S, Shareholder's Share of Income, Credits, Deductions, etc. (Certain flow-through income from Schedule K-1) Limited Scope Publication 4555-e PDF is guidance for instructors who teach volunteers how to prepare tax returns using Link and Learn Taxes or the printed VITA/TCE Training Guide PDF (Publication 4491). Pub. 4555-e contains the following information: Instructor preparation tools A checklist for teaching each lesson Lessons, problems, exercises and online tools for each curriculum Answers to frequently asked instructor questions Links to online and orderable training resources Publication 1084 PDF, Site Coordinator Handbook, contains a complete overview of the volunteer programs and other critical program information including quality requirements and product- ordering and certification guidelines.
