Training Products – IRS VITA/TCE (IRS p4480 Inside cover) Key Training pubs: 4012, p4491, 4491W, 4491X, p17, 5157(ACA), 4942(HSA), 4961(VSOC & Ethics Training), 5101(Intake Interview & Q/R), 6744 (Vol Test/Retest), 4555e (e-Instructor Guidance) All 2014 versions available on IRS.gov, except p17, not available until Jan. P4480 (4012, 5157, 4961, 17 printed) P4491, 4491W are evergreen for TY2013, to be updated every 2-3 years. Print copies only for new vols. IRS is implementing eMigration Strategy (e.g. TY 2017 will be last year to print p4012) • Denver Post pg 1 article 10/5/2014 • CO DOR website dated 11/29/2013 • CO 2013 104 pg 6 Filing Status (Asterisk) NTTC – PowerPoint Guidelines 1

IRS p4491 Evergreen Products 2 We could cram as much information as possible into a single slide – don’t – could ≠ should Consistency creates an orderly look IRS p4491 Evergreen Products Problem: TY2014 versions of p4491, 4491W, or 4491X now online only. Counselors from last year were asked to retain TY 2013 IRS p4491 (332pgs) and p4491-W (186pgs) hardcopies. Named new counselors have received TY 2013 hardcopies. (50 extras available) p4491-X: TY2014 available on irs.gov with the changes to 4491 required to update to TY 2014 (24 pgs). (ACA not included.) TY 2014 p4491-W problems are essentially the same as in the hardcopy TY 2013. Minimal ACA scenarios. Easy to print PDF file of 8 Basic and ADV problems available (66 pgs). NTTC – PowerPoint Guidelines 2

IRS p4491 Evergreen Products (pg2) 3 We could cram as much information as possible into a single slide – don’t – could ≠ should Consistency creates an orderly look IRS p4491 Evergreen Products (pg2) Solution: P4491: Don't use for classroom training, only as reference. Tell students to use TY 2014 version online at home as desired. Instructors and counselors can update their 2013 copies as desired with 4491X (instructive to do so). P4491W: Instructors print those TY2014 problems they need from NTTC pdf (Wiki) using site printers, or use TY2013 hardcopies. p4491W: answers and errata to W problems now available on One Support for TY2013, will be available for TY2014 mid-Dec. NTTC – PowerPoint Guidelines 3

Training Products – TWO 4 We could cram as much information as possible into a single slide – don’t – could ≠ should Consistency creates an orderly look Training Products – TWO TaxWise Assistance and Access (Wiki) TWO Training Videos (TW Solution Center) Intro to TaxWise (NTTC Training Files ppt02) TWO 2014 not yet available, waiting S/W delivery. TWO 2013/training available 'til 31 Jan. Practice Lab TWO 2014 available now. NTTC – PowerPoint Guidelines 4