New Counselor Training

Thank you for joining AARP TaxAide for District 5!!

New Counselor Training will begin Thursday January 8, 2026.

Webster Presbyterian Church, 201 West NASA Parkway, Webster TX 77598

Use this page as your hub for all New Counselor Training - Proficiency exercises, reference material and slides for each Tax Law topic.

View the New Counselor Agenda here.

Proficiency Exercises

Practice Lab

NTTC Workbook (Contains Exercises)

Proficiency Exercise Roadmap

Reference Material

Pub 4491 - NTTC Training Document

Pub 4012 - NTTC Primary Resource

Pub 17 - IRS Tax Guide for Individuals

PUB 4961 - IRS Standards of Conduct

Pub 5101 - IRS Intake / Interview Training

Additional NTTC Help

How to Navigate the NTTC 4012

NTTC Training Videos

NTTC Training Links (incl Self Study)

PRACTICE LAB Passwords

Password List Template

Tax Training Modules

(Numbered items match the Chapter in the 4491. Items marked with * are not in the 4491.)
( For the most part, the Headings below - not in italics - map to the navigation menu in Tax Slayer )

* Welcome

1. Course Intro

2 Intro to Tax Law

* Screen & Interview

Basic Info

3. Filing Basics

4. Filing Status

5. Personal Exemptions - n/a

6. Dependents

7. Unique Filing Status - n/a

* How to: Qual Child/Rel Tool

* Tool: Qual Child/Rel

* Intro to TaxSlayer

* Demo

Fed - Income

8. Income - Wages, Int & Div

9. Income - Business

10. Income - Capital Gain or Loss

11. Income - Retirement

12. Income - K-1, R, R - OOS

13. Income - Gov't Payments

14. Income - Social Security Benefits

15. Income - Additional

16., 18., 32. Military - OOS

Fed - Deductions

17. Adjust to Income

19. Deductions

20. Taxable Income and Tax Calculation

Sub Menu: Credits

21. Child/Dep Care Credit

22. Education Benefits

23. Foreign Tax Credit

24. Child Tax Credit & Dep

25. Misc Credits

Fed - Other Taxes

27. Other Taxes

Pay & Estimate

28. Payments & Misc Refund. Cr.

29. Earned Income Credit

Health Insurance

26. Premium Tax Credit

Finish and other

30. Refund and Amount Owed

31. Completing the Return

33. Amended & Prior Year

* IRS Issued ID Numbers

Answer Template

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