Free Tax Prep Training Tax Year 2026

Free Tax Prep Training Tax Year 2026

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You can make a huge difference in someone’s life when you sign up to be a Free Tax Prep volunteer.



Sign up for training in these two easy steps:

1. Click “Sign up.” Press the blue “Sign up” button near the top right of the page to begin the registration process.

2. Choose the options that works best for you. Select the available dates and follow the prompts to reserve your spot.



TRAINING SESSIONS

All training is virtual. Training is highly recommended but is not required. The only requirement to become a volunteer is passing the IRS certification tests.

Training Parts A and B are designed to help you pass the IRS certification tests.



Click here to join your training session



A note about Tech Training.

Prior to attending any trainings, be sure to set up your practice lab and certification accounts, using our Tech Training video as a guide.

Click here to review Tech Training



TYPES OF TRAINING SESSIONS:



Training Session Part A:

Topics: Anatomy of a tax return, IRS forms, tax software and what happens at a tax site.

For: All new volunteers (Part A must be completed before Part B), returning greeters and intake volunteers.

Dates:

  • Dec. 5, 2026, 9 a.m. to 12:30 p.m.
  • Dec. 9, 2026, 5 p.m. to 8:30 p.m.
  • Jan. 6, 2027, 5 p.m. to 8:30 p.m.

Training Session Part B:

Topics: Dependents, adjustments, deductions, credits and additional tax law topics.

For: New and returning volunteers who will be preparing tax returns.

Dates:

  • Dec. 12, 2026, 9 a.m. to 12:30 p.m.
  • Jan. 9, 2027, 9 a.m. to 12:30 p.m.
  • Jan. 13, 2027, 5 p.m. to 8:30 p.m.



Returning Volunteer Training Session:

Topics: Updates in tax law, Schedule C, capital gains and brokerage statements and assorted advanced topics.

For: Returning volunteers and curious new volunteers.

Date: Jan. 23, 2027, 8:30 a.m. to 10 a.m.



State Tax Returns Training Session:

Topics: OH, KY and IN state income tax returns.

For: New and returning volunteers.

Date: Jan. 23, 2027, 10:30 a.m. to 12 p.m. (this session will follow Returning Volunteer training on the same day)



Special Topics Training Session:

Topics: Education Credits, Sale of Principal Residence, Tax-Exempt Interest and other special topics

For: Returning volunteers and curious new volunteers.

Date: Jan. 27, 2027, 5:30 p.m. to 7 p.m.



Questions? Reach out to Jackson Hare at freetax@uwgc.org



This is an opportunity with

9 sessions

Training Session Part A #1

Topics: Anatomy of a tax return, IRS forms, tax software and what happens at a tax site. For: All new volunteers (Part A must be completed before Part B). Returning greeters and intake volunteers.

Dec 5, 9:00 AM – 12:30 PM EST at Virtual Training Share Link

Training Session Part A #2

Topics: Anatomy of a tax return, IRS forms, tax software and what happens at a tax site. For: All new volunteers (Part A must be completed before Part B). Returning greeters and intake volunteers.

Dec 9, 5:00 – 8:30 PM EST at Virtual Training

Training Session Part A #3

Topics: Anatomy of a tax return, IRS forms, tax software and what happens at a tax site. For: All new volunteers (Part A must be completed before Part B). Returning greeters and intake volunteers.

Jan 6, 5:00 – 8:30 PM EST at Virtual Training

Training Session Part B #1

Topics: Dependents, adjustments, deductions, credits and additional tax law topics For: New and returning volunteers who will be preparing tax returns

Dec 12, 9:00 AM – 12:30 PM EST online at https://www.uwgc.org/form/free-tax-prep-volunteer-training-check-in/

Training Session Part B #2

Topics: Dependents, adjustments, deductions, credits and additional tax law topics For: New and returning volunteers who will be preparing tax returns

Jan 9, 9:00 AM – 12:30 PM EST online at https://www.uwgc.org/form/free-tax-prep-volunteer-training-check-in/

Training Session Part B #3

Topics: Dependents, adjustments, deductions, credits and additional tax law topics For: New and returning volunteers who will be preparing tax returns

Jan 13, 5:00 – 8:30 PM EST online at https://www.uwgc.org/form/free-tax-prep-volunteer-training-check-in/

Returning Volunteer Training

Topics: Updates in tax law, Schedule C, Capital Gains and Brokerage Statements and assorted advanced topics. For: Returning volunteers

Jan 23, 8:30 – 10:00 AM EST online at https://www.uwgc.org/form/free-tax-prep-volunteer-training-check-in/

State Tax Returns Training

Topics: OH, KY and IN state income tax returns; This session will follow Returning Volunteer training on the same day. For: New and returning volunteers

Jan 23, 10:30 AM – 12:00 PM EST online at https://www.uwgc.org/form/free-tax-prep-volunteer-training-check-in/

Special Topics Training

Topics: Education Credits, Sale of Principal Residence, Tax-Exempt Interest and other special topics For: Returning volunteers and curious new volunteers

Jan 27, 5:30 – 7:30 PM EST online at https://www.uwgc.org/form/free-tax-prep-volunteer-training-check-in/

Location
https://www.uwgc.org/form/free-tax-prep-volunteer-training-check-in/