TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS
OBJECTIVES CHANGES TO TRAINING PLAN WHAT’S IN SCOPE NEW YORK STATE CHANGES WEBINARS NY3 DISTRICT COORDINATORS
TRAINING PLAN CHANGES FROM LAST YEAR 4 PRACTICE PROBLEMS, NOT SIX INTRODUCE WEBINARS FOR SPECIAL TOPICS LATE BREAKING TAX LAW CHANGES FOREIGN STATES NEW YORK STATE COMPETENCY TEST ALL WILL TAKE TEST CERTIFICATION COMPLETE BY JANUARY 25 TH NY3 DISTRICT COORDINATORS
MAJOR REVISION TO PLAN CAUSED BY LACK OF 2012 TRAINING MATERIAL WILL TRAIN USING 2011 TRAINING MATERIAL MANUALS TAXWISE SOFTWARE NTTC PPT SLIDES LINK & LEARN USE 2011 AGENDAS – NEW VOLUNTEERS NY3 DISTRICT COORDINATORS
MAJOR REVISION TO PLAN CERTIFICATION COUNSELORS 2011 STANDARDS OF CONDUCT TEST REQUIRED TO PASS REVISED 2011 CERTIFICATION TESTS NON-COUNSELOR VOLUNTEERS 2011 STANDARDS OF CONDUCT TEST INSTRUCTORS VERIFY AND SIGN VA FORM (13615) ENCOURAGE USE OF LINK & LEARN FOR TESTING NY3 DISTRICT COORDINATORS
2012 AVAILABILITY SPECIAL SESSION FOR 2012 CHANGES MID TO LATE JANUARY IF LATE, MAY BE VIA WEBINARS AVAILABILITY OF TRAINING MATERIAL - TBD NY3 DISTRICT COORDINATORS
WHAT’S IN-SCOPE NEW DETAILED DEFINITION OF IN-SCOPE 7 PAGE DOCUMENT LISTING EACH LINE OF 1040 AND EACH FORM USED BY TAX-AIDE NEW POSTER AVAILABLE FOR DISPLAY ON SITE IRS RECENTLY RULED: SCHED C EXPENSES >$5,000 OUT-OF-SCOPE NY3 DISTRICT COORDINATORS
8
9 $5,000
NY3 DISTRICT COORDINATORS DOCUMENT#C2467DOCUMENT#C2467 $5,000
OUT OF SCOPE NY3 DISTRICT COORDINATORS $5,000
SCOPE LIMITATIONS IF CERTIFIED FOR MILITARY: RENTAL INCOME IN-SCOPE ONLY FOR MILITARY LIVING ABROAD MOVING and LIVING EXPENSE ADJUSTMENT IN-SCOPE ONLY FOR MILITARY MOVES EMPLOYEE BUSINESS EXPENSES IN-SCOPE ONLY FOR MILITARY NY3 DISTRICT COORDINATORS
NEW YORK STATE NEW FORM IT-201 ADDS DEPENDENTS TAKES OUT ITEMIZED DEDUCTION WORKSHEET NEW FORM: IT-201-D WORKSHEET FOR NYS ITEMIZED DEDUCTIONS REVISED IT-301: INCLUDES FORM #S NY3 DISTRICT COORDINATORS
NY3 DISTRICT COORDINATORS NYS FORM IT-201
NY3 DISTRICT COORDINATORS NYS FORM IT-201
NY3 DISTRICT COORDINATORS
NEW YORK STATE COMPETENCY TEST AVAILABLE 20 MULTIPLE CHOICE QUESTIONS FIVE ADDL FOR NYC – NOT REQUIRED IN NY3 ALL COUNSELORS TAKE TEST NOT REQUIRED FOR CERTIFICATION YET COMPILE RESULTS – EVALUATE TEST & TRAINING NY3 DISTRICT COORDINATORS
NEW YORK STATE STATE TRAINING FILE AVAILABLE ON NY3 WEBSITE JOINT EFFORT RESULTING FROM WRAP-UP NY3 NYS TAXATION DEPT CROSS TRAINING WITH OTHER STATES NEW JERSEY & PENNSYLVANIA MORE TO COME NYS TAXATION –EARLY AVAILABILITY OF TWO CCH COULD NOT SUPPORT NY3 DISTRICT COORDINATORS
NEW YORK STATE TWO NEW DTF FORMS: DTF 215 – SELF-EMPLOYED RECORD KEEPING FOR EITC DTF 216 – RECORDS FOR DEPENDENT CARE CREDIT AVAILABLE AT NYS VOLUNTEER SITE NY3 DISTRICT COORDINATORS
NEW YORK STATE NEW POA REQUIREMENT NO NEED TO COMPLETE AND FILE FORM POA-1 TP HAS VALID POA DOCUMENT ATTACH COPY TO IT-579 RETURN TO REPRESENTATIVE NO POA DOCUMENT, COMPLETE AND FILE FORM POA-1. NY3 DISTRICT COORDINATORS
WEBINARS TRY IT NOT DIFFICULT TO DO NATL OFFICE WILL HELP SET UP REVIEW WEBINAR ON “HOW TO USE WEBINARS” AVAILABLE ON PORTAL NY3 DISTRICT COORDINATORS
WEBINARS WEBINARS AVAILABLE IN JANUARY FOR NY NON-RESIDENT NEW JERSEY NON-RESIDENT PENNSYLVANIA NON-RESIDENT EXPECT WEBINARS FOR LATE-BREAKING TAX CHANGES WEBINAR SCHEDULES WILL BE SENT OUT NY3 DISTRICT COORDINATORS
TRAINING SUMMARY QUESTIONS? COMMENTS? NY3 DISTRICT COORDINATORS