Section outline

    • P+P Tax Tips

      We'll post the tax tips delivered with weekly volunteer emails in this section.

      Week 10 - Filing Extensions: tips about an Form 4868 should be filled out and when it is needed

      Week 9 - Savings Bonds: overview of Series I Savings Bonds that are available to purchase through the tax return

      Week 8 - Homestead Credit for Homeowners: tips and reminders about enter the homestead credit

      Week 7 - Balance Due Returns and Withholding: refresh your memory on common reasons for a balance due and tips on discussing withholding/W4 adjustments with taxpayers

      Week 6 - Head of Household: review of Head of Household filing status rules, including who is considered unmarried 

      Week 5 - MN Newborn Credit: overview of how to claim Minnesota's Child and Dependent Care credit for children born during the tax year (even when no daycare expenses were paid)

      Week 4 - Medicaid Waiver Payments: taxpayers with these payments have options about how to treat the income, and it can be tricky to identify

      Week 3 - Education Credit Entry Updates: TaxSlayer updated the data entry for education credits this year and this tip provides an update of how to use the Education Credits Worksheet and the new data entry screens

      Week 1 and 2 - MN One-Time Rebate: many taxpayers received a one-time rebate from the state of Minnesota based on their 2021 tax return; these payments are taxable at the federal level, but nontaxable to Minnesota


      You can revisit P+P tax tips from 2022 or 2023 by CLICKING HERE.

    • IRS Volunteer Tax Alerts and Quality Site Requirement Alerts

      P+P is required to share these alerts with all volunteers, though generally they are most relevant for tax volunteers.

      Issued pre-season

      QSRA-1 - Link & Learn Taxes Maintenance: This pre-season notice informed VITA sites about issues with the certification test website.

      VTA-1 - Changes to Form 6744 test booklet: This pre-season notice informed volunteers about omissions from or corrections to the IRS certification tests. P+P distributed physical copies of this document with test booklets.

      VTA-2 - Changes to Publication 4011:This pre-season notice is not relevant to P+P volunteers. The booklet focuses on Foreign Student and Scholar issues that are out of scope at P+P>