VITA/TCE Volunteer Training Center

Personal Income Tax Training

Pennsylvania Personal Income Tax Training (PowerPoint Presentation - Read Only)

Personal Income Tax Preparation Guide (DFO-02)
This manual is designed to provide guidance for you to assist the claimant in filing the PA-40, providing qualifications, requirements and general guidelines.

Pennsylvania Personal Income Tax Training (6 Minute Video)
This module provides an introduction to the Pennsylvania Personal Income Tax online self-paced training offered by the Pennsylvania Department of Revenue. Information covered in this module includes what you can expect to learn throughout the course of this training.

General Filing Information (6 Minute Video)
This module contains general filing information such as who is required to file a PA personal income tax return, requirements for making estimated tax payments, the filing due date, submitting extension requests, and payment methods.

Classes of Income (25 Minute Video)
This module contains detailed information regarding the first class of income, gross compensation.

Classes of Income (Part 2) (14 Minute Video)
This module contains detailed information regarding the next four classes of income: interest income, dividend and capital gains distributions income, income from the operation of a business, profession or farm, and income from the sale, exchange, or disposition of property.

Classes of Income (Part 3) (25 Minute Video)
This module contains detailed information regarding the final three classes of income: income from rents, royalties, patents, or copyrights, estate or trust income, and gambling and lottery winnings.

Tax Forgiveness (20 Minute Video)
This module contains information regarding the Tax Forgiveness credit, such as what the credit is, who is eligible to claim the credit and how you claim the credit.

K-1 Income and Tax Treatment (6 Minute Video)
The scope of income that VITA/TCE tax aide sites deal with has been expanded to include certain K-1 income. This module contains general information regarding K-1’s and how to report K-1 income on the PA personal income tax return.

Residency Status and Pennsylvania Taxation (8 Minute Video)
This module addresses how you determine an individual’s residency status and depending on a person’s residency status, what they are required to report on their PA personal income tax return.

Military Spouses Residency Relief Act (MSRRA) (12 Minute Video)
The Military Spouses Residency Relief Act (MSRRA) was signed into federal law on November 11, 2009. This module contains detailed information regarding the requirements for MSRRA, the service member’s domicile, income that is taxable and not taxable, refund procedures, and the forms for MSRRA.

VITA & TCE Volunteers - Thank You (1 Minute Video)
This module concludes the PA Personal Income Tax online self-paced training. Please take a moment to review this module as we express our sincere appreciation for all that you do.

PIT Training Survey - Please do not complete this survey until you have finished all of the modules.

Property Tax/Rent Rebate Program Training

Pennsylvania Property Tax/Rent Rebate Program Training (PowerPoint Presentation - Read Only)

Property Tax/Rent Rebate Preparation Guide (DFO-3)
This manual is designed to provide guidance for you to assist the claimant in filing the PA-1000, providing qualifications, requirements and general guidelines.

Pennsylvania Property Tax/Rent Rebate Program Training (4 Minute Video)
This module provides an introduction to the Pennsylvania Property Tax/Rent Rebate Program online self-paced training offered by the Pennsylvania Department of Revenue. Information covered in this module includes what you can expect to learn throughout the course of this training.

Qualifications for the Property Tax/Rent Rebate Program (17 Minute Video)
This module contains detailed information regarding who qualifies for a property tax or rent rebate.

Income Requirements and Categories of Income (12 Minute Video)
This module contains detailed information regarding income thresholds for eligible applicants, along with information regarding the categories of income included on the PA-1000 application.

Completion of PA 1000 Form and Schedules (40 Minute Video)
This module contains detailed information regarding the PA-1000 form and schedules, as well as information regarding the supplemental rebate available to certain eligible property owners, some filing tips, and other miscellaneous topics.

VITA & TCE Volunteers - Thank You (1 Minute Video)
This module concludes the PA Property Tax/Rent Rebate Program online self-paced training. Please take a moment to review this module as we express our sincere appreciation for all that you do.

PTRR Training Survey - Please do not complete this survey until you have finished all of the modules.