Instructor Workshop December 5-6, 2018 Lakewood, CO

Conference Admin Internet – TA (Password: Taxes2018!) Printer Coat rack in the back Coffee, tea, and water in the back Restrooms CO1 -IW 2018

Introductions State Management Team: Guests: David Hutchison – State Coordinator (SC) Larry Barnes – Administrative Specialist (ADS) Kathy Martz – Prospective Volunteer Specialist (PVS) Carl Kantner - Training Specialist (TRS) James Askew – Technology Specialist (TCS) Guests: Steve Asbell – Colorado Department of Revenue CO1 -IW 2018

Wednesday, December, 5, 2018 7:30 am to 8:00 am Breakfast (InnSider Bar & Grill for those staying at the hotel) 9:00 am to 9:15 am Welcome and Introductions (Carl Kantner) 9:15 am to 9:45 am Presentation: Colorado Tax Update (Steve Asbill, CO DOR) 9:45 am to 10:30 am Colorado Certification – Handbook, Training, Taking the Test (Tom LaJeunesse, Keith Hamlyn, Carl Kantner) 10:00 am to 10:30 am 10:30 am to 10:45 am Break 10:45 am to 11:45 am Presentation: Federal Tax Law and Scope Changes (Carl Kantner) 11:45 am to 12:15 pm Presentation: Instructor Responsibilities/Certification (Carl Kantner) 12:15 pm to 1:15 pm Lunch 1:15 pm to 1:30 pm CORE Update – Appointment System (Jeff Bogart) 1:30 pm to 1:45 pm Presentation: Multi-factor Authentication (Dave Martz) 1:45 pm to 2:15 pm Presentation: Awareness and Sensitivity Training (Kathy Martz) 2:15 pm to 2:30 pm 2:30 pm to 3:30 pm Presentation: New AARP Intake Booklet: What it is? How to use it? (D W Hutchison) 3:30 pm to 4:00 pm Open Discussion (Carl Kantner) 6:00 pm to completion Dinner (for those staying at the hotel) CO1 -IW 2018

Experienced Instructors Thursday, December 6, 2018 7:30 am to 8:00 am Breakfast (InnSider Bar & Grill for those staying at the hotel) 9:00 am to 9:15 am Opening Remarks (Carl Kantner) 9:15 am to10:00 am Presentation: How to Train Using New NTTC Materials (Carl Kantner) 10:00 am to 10:30 am Presentation: Intake/Interview Training (Stacey Mark) 10:30 am to 10:45 am Break 10:45 am to 11:30 am Presentation: Training For Quality Review (Don Bryson and Carl Kantner) 11:30 am to 11:45 am Presentation: Utilizing Library Resources (Larry Barnes) 11:45 to 12:45 pm Lunch 12:45 pm to 2:15 pm Breakouts for Newer and Experienced Instructors Newer Instructors Seminar: Effective Adult Learning (Melodie Boshaw) Seminar: Planning a Training Session (Tom LaJeunesse) Seminar: Training Coordinator Role (Keith Hamlyn) Experienced Instructors Seminar: Finding Additional Resources (Carl Kantner) Seminar: Training Experienced Volunteers (Dave Martz) Seminar: Conducting District Training (Melody Boshaw) 2:15 pm to 2:30 pm Break/Movement 2:30 pm to 3:00 pm Three Breakout Discussion Groups with Assigned Topics 3:00 pm to 3:15 pm Report of Breakout Groups (Carl Kantner) 3:15 pm to 3:30 pm Workshop Wrap-up (Carl Kantner) CO1 -IW 2018

Estimated Time of Arrivals Workbook answers using Practice Lab 2018 – mid-Dec? NTTC Training Slides Rel. 2 – late Dec? NTTC Modified Pub 4012 – Online version issued Dec. 3 (Do not print) NTTC Modified Final Version of Pub 4012 – early January Print of Final Version of Pub 4012 – late January CO1 -IW 2018

Updates Form 6744: Two changes to Advanced Scenario 8 on pg 87 Roberta claimed EIC for Jacob on her 2015 tax return, but he only lived with her for two months and the credit was disallowed. Roberta had wage income of $35,000 in 2018 Note: some questions can have more than one answer (round choices for for one, square choices for more than one) IRS Site Coordinator training on VITA/TCE Central test site does not replace requirement for Local and Shift Coordinators to receive Tax-Aide Local Coordinator training (in Portal Library) CO1 -IW 2018

Updates… TY2018 Link & Learn Taxes lessons now available Practice Lab 2018 See Nov 30 blog posting (https://vitablog.taxslayerpro.com/) for most of items still to be completed Remind volunteers to review and that there is no need to report these issues to TaxSlayer support or through Submit a Request TaxSlayer waiting for states to approve calculations, forms, etc. – likely will not see in Practice Lab until late December Added scratch pads to Schedule C entry page – will be optional as they are for Schedule A medical deductions CO1 -IW 2018 NTTC – October 2018 Regional Meeting

Updates… CO1 -IW 2018

Updates… Print sets Absent spouse E-file returns – numbered schedules that are used will stack print Paper returns – will be new print set as numbered schedules must be on separate pages More information coming from TaxSlayer/NTC Absent spouse Do not assume missing spouse will grant Relational Group consent Do leave return type as e-file so Form 8879 will print (TaxSlayer will not allow e-filing if consent denied) CO1 -IW 2018

Updates… Print sets Absent spouse E-file returns – numbered schedules that are used will stack print Paper returns – will be new print set as numbered schedules must be on separate pages More information coming from TaxSlayer/NTC Absent spouse Do not assume missing spouse will grant Relational Group consent Do leave return type as e-file so Form 8879 will print (TaxSlayer will not allow e-filing if consent denied) CO1 -IW 2018

Updates… Relational Group logins (for two volunteers per state) will be available midish-December. No need to contact TaxSlayer support asking for them ~1,800 participants in Nov 15 TaxSlayer stress test  Encourage all to participate on Dec 8 to stress the system (better now than Feb 1) CO1 -IW 2018

Updates… State amended returns for Veterans Disability Payments Likely that most states will NOT acquiesce to this change back to 1991 – discuss with your state tax agency Can complete a state amended return if State law agrees with federal treatment of veteran disability payments State Coordinator permits filing complete amendment for 2015 or 2016 Client Facilitators must pass Intake/Interview & Quality Review test in addition to Volunteer Standards of Conduct test CO1 -IW 2018

Updates… Recent posts to Portal Library: NTTC modified Pub 4012 – don’t print! (Mentioned earlier) Workbook errata Client Facilitator Training Schedule C Guidelines Scope Manual – may change once IRS finalizes forms Gold Standards for Quality Review QBI Deduction Self-employed Health Care Deduction CO1 -IW 2018

How to use Electronic NTTC Modified Pub 4012 And learn to love it!

TaxSlayer Stress Test – Saturday Dec. 8, 2018 Second TaxSlayer stress test Saturday Dec. 8, 2018 9:00 – 10:15 a.m. MST; Practice Lab Register at: http:vitablog.taxslayerpro.com/2018/11/06/you-are-invited- stress-test-2018/ Last stress test on Nov. 15 had only 1800 users. 18,000 would be more helpful! Please participate if you can! CO1 -IW 2018

Updates. . . Comments Questions TRS Training – 2018-11