TRS Presentation September 2013 Peter H. Viles Mass TRS

Certification Basic / Advanced −All AARP Counselors at Advanced Level Instructors Certify with PHV Instructors then Certify all within District Use Link n Learn whenever possible

IRS Materials Initial Shipment mid-late November Pub 4480 – Training Products −4012 (White tabs only) −4491-W (Problems) −6744 (Test) −Pub 5051 (CD) On IRS Website by 4 Oct

IRS Materials – 2 Pub 5051 (CD) −4012 −4491 −4491-W (Problems) −6744 (Test) −4942 (CoD / HSA) −4961 (Stds of Conduct) −13614C (Interview/Intake)

IRS Materials – and 4491-W are “Evergreen" −Retain for subsequent years 4491-X for Updates −Probably in e-form only Unofficial Answers to 4491-W from AARP NTTC - ? Jan

What’s New Schedule C with up to $10,000 Expenses Wash Sales from Brokerage Statement 1099-R for SEP / SIMPLE Same-Sex Marriage If Legal in State, then Legal Federally Amend for 3 Years −? How in TaxWise Cannot Refuse Service

Mass Resources – 1 Mass Manual −Sections I and II Combined District Flash Drive −TWO: General / Training −Tools / Resources −IRS Publications −Training: Slides, Schedules

Mass Resources – 2 Instructor CD −2012 Problems / Answers from 4491-W −Mass Adjustments for 4491-W −Possible Schedules −Sample Slides −TWO Instructions

Instructor / ERO (TWO) Courses 7 Oct for Dist 2, 6, 17, 18 −Plymouth Pub Lib 9:30 – 1:00 Pending for Dist 4, 9, 20 Dist 3, 10, 16 Dist 5, 7, 25

District Training 5 Day / 3 Day / 2 Day / 1 Day Combination of Printed and e-Material Use TWO Training 2012 Mentors and Out-of-Class Work

Intake Sheet – Page 1 Pink Page 1 Revised −Identity Theft −Dependent Information

NTTC TRAINING12

Intake Sheet – Page 2 Page 2 −Certification Levels may be Confusing −Review All “Unsure” Responses

NTTC TRAINING C, Page 2 – Certification Levels

Intake Sheet – Page 3 QR Items Do Each Item Only Once −ID Confirmation – by Client Facilitator −Volunteer Certification – Start of Season −SIDN – Initial Template Check