Training Products – AARP

Slides:

Advertisements

Similar presentations

What’s New for 2014 Federal Tax Law Changes Scope Changes NJ Tax Law Changes TaxWise Changes NJ TAX TY2013 v13.1.

Advertisements

TAX-AIDE TY 2014 Scope Updates What’s In – What’s Out Clarify Rental Income Instructor Workshop

TAX-AIDE Medicaid Waiver Payments Difficulty of Care Payments 4491 (2014) – Part 3 Entire Lesson.

TAX-AIDE Patient Protection and Affordable Care Act (PPACA) Better known as ACA.

TAX-AIDE Interest and Dividend Income Form 1040Lines 8-9 Pub 4012D-8 to D-10 Pub 4491Part 3 NTTC Training –

TAX-AIDE AARP Foundation Tax-Aide Scope What’s In – What’s Out Instructor Workshop

TAX-AIDE State/Local Income Tax Refunds Form 1040Line 10 Pub 4491Page 69.

TaxWise Online (TWO) Immersion Part II

TAX-AIDE Schedule K-1 Pub 4491 – Part 3 NTTC Training – Entire Lesson.

Patient Protection and Affordable Care Act (PPACA) Better known as ACA

TAX-AIDE AARP Foundation Tax-Aide Introduction to Federal Income Tax Law NTTC Training –

TAX-AIDE Whats New: Colorado (Draft) Child Care Tax Credit Expansion Marijuana Business Expenditure Calculation.

TAX-AIDE Same Sex Marriage Filing Rules ● Banned by CO constitution in 2006, but same sex marriage effectively legalized 10/6/2014 when US Supreme Court.

TAX-AIDE Instructor Guidance for all Counselors – what to cover ● Volunteer Site Policy and Procedures (AARP ppt 45) ● Volunteer Standards of Conduct (p4961,

TAX-AIDE Federal Tax Law Changes TAX-AIDE Federal Tax Law Changes 2013 ● New provisions ● Indexing ● Extenders ● Form change ● Due Dates NTTC Training.

TAX-AIDE Patient Protection and Affordable Care Act (PPACA) Better known as ACA The Basics.

TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS

Certification Process Ref: AARP Policy Manual, pg 4

1 NTTC Training 2011 WHAT'S NEW IN 2011 Highlights  Certification Process – Link & Learn  Ordering Training Products  New and Extended Tax Provisions.

TAX-AIDE Retirement Income: IRAs and Pensions Pub 4491 – Part 3 Pub 4012 – Page D-19 NTTC Training –

TAX-AIDE Federal Tax Law Changes – Tax Year 2013.

1 NTTC Training 2009 THE CLIENT FACILITATOR. 2 NTTC Training 2009 What/Who is a Client Facilitator?  All of us ”facilitate” clients!  The LC or Counselor.

TAX-AIDE Tax Law Basics. TAX-AIDE Income Overview ● Taxable income versus nontaxable income (including excluded income) ● Earned income versus unearned.

Training Products – IRS VITA/TCE (IRS p4480 Inside cover)

Schedule K-1 Entire Lesson Pub 4491 – Part 3 NTTC Training – 2014.

Education Benefits Education Benefits NTTC Webinar – Oct 2015

NY3 Instructor Workshop – November 2015

NY3 Tax Training Committee Update

TAX-AIDE Federal Tax Law Changes – Tax Year 2015 Pub 4012 Pub 4491 – Pages iii – vi.

TAX-AIDE Retirement Income: IRAs and Pensions Pub 4491 – Part 3 – Lesson 12 Pub 4012 – Pages D-20 to D-27.

TAX-AIDE Other Income Pub 4491 – Page 171 NTTC Training –

ACA TRAINING Albany Training Class November, 2015

TAX-AIDE Preview – NTTC Training Slides Tax Year 2013 NTTC Training –

TAX-AIDE Federal Tax Law Changes – Tax Year 2015 Pub 4012 Pub 4491 – Pages iii – vi.

TAX-AIDE 4. Certification Process Matt Grogan CO-1 TRS.

TAX-AIDE 13. Introduction to Immersion Demo Matt Grogan.

Cafeteria 125 Medical Benefits with sample Smith Problem

Tax Law Basics Pub 4012 The basics as presented in these slides apply to the federal return Instructors might wish to highlight differences for state tax.

TAX-AIDE Tax Preparation Course Introduction Pub 4491 – Part 1 – Lesson 1.

TAX-AIDE Schedule K-1 Pub 4491 –Part 3 – Lesson 13 Entire Lesson.

TAX-AIDE TWO Immersion Ed Hogarty. TAX-AIDE TWO Immersion Initiative ● New in TY14 Peter Freiermuth – Chair of NTTC Building on an Excellent NY3 Foundation.

Other Income Form 1040 – Line 21 Pub 4012 – Pages D-3 and D-4 Pub 4491 – Part 3 – Lesson 16 Pub 4012 Tab D Pub 17 Chapter.

TAX-AIDE Federal Tax Law Changes – Tax Year 2015 Pub 4012 – Pages Ext 1 – 8 Pub 4491 – Pages iii – vi.

New England/North Atlantic Regional Meeting Minneapolis 2009 POLICY MANUAL REVIEW POLICY MANUAL OPERATIONAL GUIDELINES.

TAX-AIDE TRS SMT Update Matt Grogan CO-1 TRS Oct 2015 CO-1 SMT Meeting 1.

TAX-AIDE Introduction to Federal Income Tax Law. TAX-AIDE Tax Law Basics ● All income is taxable, unless the law says it is not ● No deduction is allowed,

TAX-AIDE Rent and Royalty Income Form 1040 – Line 17 Pub 4012 –Page D-27 Pub 4491 –Part 3 – Lesson 13 Entire Lesson.

TAX-AIDE What’s New for 2014 Regional Meetings–

TAX-AIDE Unemployment Compensation Form 1040 – Line 19 Pub 4491 –Part 3 – Lesson 14.

TAX-AIDE KEY TRAINING MATERIAL SOURCES: IRS – AARP - CDPP.

Nov Albany Training Class

Tax Preparation Course Introduction

Form 1099-MISC Publication 4012 D-30 and D-31.

State/Local Income Tax Refunds

Other Income Pub 17 Chapter 12 Pub 4012 Tab D (Federal 1040-Line 21)

AARP Foundation Tax-Aide

Alternative Approaches to Training

SCOPE CA2 Instructor Workshop

Colorado Tax-Aide State Meeting October 25, 2018

Tax-aide SC Presentation

Payments Pub 4012 Tab H Pub 4491 – Lesson 28.

New Jersey Slides Tax Year 2018

Interest and Dividend Income

Itemized Deductions NJ Property Tax Deduction / Credit

AARP Foundation CO1 Tax-Aide

Rent and Royalty Income

Pub 4012 – Tab D Note NTTC-modified 4012 added notes

Colorado State Taxes Keith Hamlyn.

Tax Training Materials

NTTC UPDATE COUNSELOR TRAINING- NY3 Consolidated Part II

Presentation transcript:

Training Products – AARP 1 We could cram as much information as possible into a single slide – don’t – could ≠ should Consistency creates an orderly look Training Products – AARP AARP One Support Help Center - Primary source of AARP Products, 7 Categories 6 Training sub-categories under Tax Training Tax Law: 45 ppts, Scope Manual Training plans: Trifold TWO Immersion: 6 day, 20 Lesson Guide NTTC – PowerPoint Guidelines 1

Training Products – AARP (cont'd) 2 We could cram as much information as possible into a single slide – don’t – could ≠ should Consistency creates an orderly look Training Products – AARP (cont'd) Training Tools: 8 new Practice problems w answers ACA Training: Laminate Guide, addenda to 8 problems NTTC Webinars: Aug (Scope changes, Core/Comp, Tax Assistance Centers), Sept (ACA), Oct (Immersion) NTTC – PowerPoint Guidelines 2

Scope Summary-Process 3 We could cram as much information as possible into a single slide – don’t – could ≠ should Consistency creates an orderly look Scope Summary-Process AARP Scope Manual supercedes p4012 and 4491 for TaxAide (Tax Training/Tax Law, Wiki). (See Leadership Training/SMT Training/TRS Training # 13, 14, 15) A State/District can decide not to include in-scope topics, except: topic perceived as discrimination (e.g. Same-sex couples). May not include anything OOS nationally. Specific exceptions for some states (e.g. Depletion allowance) NTTC – PowerPoint Guidelines 3

Scope Summary - Content 4 We could cram as much information as possible into a single slide – don’t – could ≠ should Consistency creates an orderly look Scope Summary - Content AARP ppt #41 “Federal Tax Law Changes”, pgs 3, 4 (Tax Training/Tax Law) Freirermuth Presentation at Regional Meeting (ppt) “Long Term Care and RMD Waiver” (Wiki) 2014 In/Out of Scope Poster (Tax Training/Tax Law) State In Scope items: e.g. Oil & Gas Royalties, M/C self- employment (Wiki). Out of Scope – non CO state returns NTTC – PowerPoint Guidelines 4

New 2014 AARP Provisions (NTTC ppt#41) In scope: For AARP only, 1099-R Box 7 Code 6 (tax-free exchanges) and Code W (payments for long term care contracts) Affordable Care Act provisions Allow LTC Benefits from 1099-LTC to Form 8853 Use 5329 to request waiver of penalty when RMD not taken – if issue raised by taxpayer NTTC Training – 2014 5 5

New AARP 2014 Provisions (NTTC ppt#41) Out of scope: Transactions made with Bitcoins or other virtual currency NTTC Training – 2014 6