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Tax Training

 

Tax Telecourse

We hosted a series of telephone trainings for volunteers in 2009. These trainings are now over. These classes taught basic income tax preparation for preparing 2009 Montana and federal tax returns.

For the full schedule, handouts, and audio of past course click here!

Online Course

The IRS has an online course called Link & Learn. The new IRS course for 2009 is now available. There are three levels - basic, intermediate and advanced as well as other topics such as military and international. There are exams following each level. Volunteers are required to pass the intermediate exam in order to prepare taxes, however some volunteers go on to pass advanced.

Classroom Trainings

There will be several classroom trainings taught throughout the state. Not all dates and locations for these have been determined but please check back for updates.

Billings -

United Way Trainings:

January 13th, 2010 5:30-7:30pm at the HRDC building

January 18th, 2010 5:30-7:30pm at MSUB at 112 N. Broadway at the Jackets and Co. Entrance

January 20th, 2010 5:30-7:30pm at the HRDC building

January 23rd, 2010 9am-12:pm at the HRDC building

January 25th, 2010 5:30-7:30pm at MSUB at 112 N. Broadway at the Jackets and Co. Entrance

January 27th, 2010 5:30-7:30pm at the HRDC building

Contact Liz Jung at liz.jung@unitedway.org or 406.252.3839 ext. 17 for more information

AARP Training:

January 19th through 22nd starting at 9:00am, Avanta Federal Credit Union, 3212 Central Ave

Contact Joann at jonannelsen@bresnan.net for more information.

Bozeman - January 18th-22nd, 9 - 4 at the Bozeman Senior Center: Formal Tax Training.

Please contact Paul at pwelder@theglobal.net for more information.

Butte - January 4th through 8th, 9am-4pm, Montana Tech Student Union Building, lower level, Kelly Steward Room 

Contact Abby Wolf at abby@mcun.org or 800.745.5546 ext 141 for more information.

Great Falls - Tuesday, January 12th through Friday January 15th. Please contact Michael Van Auken for more information at 406.454.5790 or mvanauken@cccsmt.org for more information.

Helena - January 11th through January 15th at the Lewis & Clark Library, Large Meeting Room. 

Contact Roger Thorvilson at rogerthorv@bresnan.net or 406.443.5504 for more information.

Kalispell -

VITA Training Dates: December 1st, 3rd, 8th, 10th, 15th, 17th and January 5th, 7th

6pm - 9pm at Flathead Community College

Contact Rachael Milne at rmilne@kalhrdc.mt.gov or 406.758.5430 for more information.

AARP Training Dates: January 11th through January 15th.

FVCC Workforce Training Lab, Arts and Resource Building

Please email Porki Harris with questions at porki@bresnan.net

Missoula - January 8th through the 15th at the University of Montana Gallager Building.

Please contact Jim at mcleans44@msn.com for more information.

Roundup - January 11th, January 15th, January 18th, and January 22nd 

Contact Hester Jacobs at Circle Rock Ranh for more information. (406) 358-2279 or circlerock@midrivers.com

 
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