TaxWise Online (TWO) Immersion Part II Comment: Handouts – Six-day Instructional Schedule & Lesson 5 – Income part I Reference MN’s Flipped Instruction & VA’s Vision toward Immersion How did this come about? In various districts throughout the AARP network of TRAINING, multiple districts reported that they were CHANGING their approach to training along these lines!! Next slide The Learning Pyramid FLIPPED INSTRUCTION MAXIMUM USE OF TWO

Objectives Understand implementation of Immersion Training. How to set up counselor to login to TW How to apply Immersion Training using OSHD Demonstrate Immersion Training using Lesson 5 Tools of the Trade TRNG templates in TWO Forms Generator Lesson Plans Discussion, Q & A

Key ID number Designations SSN AAA-XX-BBBB AAA = 3 Digits from problem XX= Student ID # BBBB = EFIN for Client ID used for Training EIN AA-XXBBBB This format is key to working problems in TW Training

Create Student ID User Name of userxx is suggested since once a name is entered it is there forever and the userxx can be used from year to year.

Log into TWO 2014 Training https://twonline/taxwise/training/ Site specific Client ID Username: StudentXX Student unique

TW14 Training looks pretty much like the previous year for users

Create New Return SSN: 203-xx-BBBB GO TO TAX FORMS

Let’s look at the basics for lesson 5 Preliminaries Counselors have logged in and have basic knowledge of TW Basic template created Homework assigned Lesson Schedule Lesson plan Simulate lesson Cover post lesson homework

TWO Immersion Training TWO Immersion Training lessons and supporting information is available in the OneSupport Help Center (OSHC). Next slide – Select TWO Immersion Lesson Guide Training.

TWO Immersion Lesson Guide There are four elements to the Lesson Guide, Read First, Six-day Instructional Schedule, Homework Assignments and 20 lessons We will look at all four elements and simulate Lesson 5

Read First for Immersion Initiative

This presentation will cover Lesson 5 – Core Income This presentation will cover Lesson 5 – Core Income. It will be noted later that Lesson 9 covers Comprehensive Income. Day Two allows practice of lessons in day 1, review of day one lessons and an opportunity to prepare homework for day three.

Homework is key to flipped instruction and provides a better classroom learning environment

NTTC PPT Lesson 11-Income slide 1-23 are Core (i. e. no marking) NTTC PPT Lesson 11-Income slide 1-23 are Core (i.e. no marking). Additional slides have a star indicating comprehensive income which will covered in lesson 9. Also note the post-assignment resource. Pub 4012 income tab will be a key reference in preparing returns.

Core Comprehensive Lesson 5 will now be reviewed. Not that it is limited to Part I. Part II is covered in Lesson 9.

Now to review the lesson plan Now to review the lesson plan. A review of the homework is one of the first discussion items. The needs are defined to be a projector that the Wingman will use to project applicable income pages of Pub 4012 Income Tab The Wingman will also assign the Lesson 5a training template to all trainees. This is a very basic template with the main information sheet completed.

Examples of Income - 4012 This an example of one of the income tables from Pub 4012 that could be projected

Verify Intake/Interview Questions Form 13614-C, Page 2 The Intake/Interview sheet is always one of the first things to review. Lines 1 & 4 are applicable for this lesson

Lesson Plan – Lesson 5 Wingman will have assigned template that has MIS filled out. This saves time so that the counselor can concentrate on Income.

Create New Return SSN: 701-xx-BBBB GO TO TAX FORMS Class will be instructed to start a new return with first three numbers of the return being 701. GO TO TAX FORMS

Main Information Sheet Completed The main information sheet is filled out.

The instructor will discuss examples of income forms to be expected as Wingman projects the examples.

The instructor will discuss 1040 page 1 relevant income section and counselors can follow on there computer.

Basic Income Instructor will point out where income will appear on the final 1040.

Example of W-2 which instructor will review and counselors will add later. Wingman will bring up a W-2 while instructor explains process

Example of Interest Income 1099 INT which instructor will review along with a description of how to enter information on the Interest Stmt

Tax Exempt Interest Pub 4012, Pg D-9

OOS OOS OOS Example of dividend Income 1099-DIV which instructor will show along with a description of how to enter information on the Dividend Stmt. Counselors can follow along and later enter the information.

Lesson 5 Income – Part 1 (Core)

Counselors to prepare new return Counselors to prepare new return. Wingman will have assigned 5b template with partial MIS including some intentional errors for the student to identify

Complete lesson 5

Post-Assignment calls for a review of Pub 4012 Income Tab for income taught in this lesson. Applicable CCH videos also available

Summary of Immersion Training Discussions w/class – not lecture; Use of Training Templates to immerse class in TWO Use of a more ‘user friendly’ INSTRUCTIONAL SCHEDULE; Use of pre-class assignments – HOMEWORK!; Use of MENTORS Use of WINGMAN

Effective use of Templates aides training Use of templates can save time by providing a starting point for training of new lesson Wingman is key to assignment of template to class in support of instructor NTTC provides six templates for distribution to TW subscribers Templates must be modified for specific site Template creation or modification must be completed by TW14 Site Administrator

Go to OSHC for TWO template setup For specific directions open TWO Template Set Up Instructions V2 in OSHC

Templates will be sent to everyone (EROs/Transmitters) who have linked to the AZ Template focal point Note that the templates as received can not be used or edited. The template must be selected and a new site unique template developed

Add new template based on TRNG Lesson 5a

New Lesson 5a Template – Must edit for specific site

Close return and select [Assign]

Forms Generator available in OSHC

Implementation Summary 100% use of TWO for Training Training Client ID established for local districts Publisher designation Set up Student IDs Create Training Templates locally Review Lesson Plans Modify as preferred

Resources Needed: Pub. 4012; Pub. 17 Pub. 4491 and Pub. 4491W NTTC updated exercises Resource Tools for Tax Counselors QC-QR Chart ACA Laminate NTTC PowerPoint slides CCH Videos Next slide: NTTC support

NTTC Support of Initiative Provide a set of LESSON PLANS on OSHC Conduct Webinars Instructional tools such as: PowerPoint slides; Videos Mentorship assistance Two webinars were conducted for all TRSs in advance of training preparation for this coming year; Available in OSHC Others may be conducted based on need; e.g., a webinar for instructors whose district has elected to participate This webinar could target the use of templates for instruction. Mentorship support – this could be a listing of NTTC members willing to take questions and provide assistance over the phone

Summary: Not MANDATORY – however, strongly encouraged; NTTC views this initiative as long-term – FULL IMPLEMENTATION BY TY 2017; NTTC will refine and update implementation each year; TRSs need to support this initiative in their state; Participants will be asked to provide feedback to NTTC. Long-term meaning 2 to 3 years for 100% participation; Goal of TY2017 for full implementation #3 – based on feedback from those who participate, NTTC may identify areas of support needed OR what changes/improvements need to be made in the Lesson plans OR identify what additional support needs to be provided to TRSs The purpose of the FEEDBACK is to help the NTTC improve their support and to evaluate the implementation of the initiative. Next slide: Questions

Future Training