1 NTTC Training 2009 TRS Survey 2010 and What's New for 2010 What do we need to work on this year? 11

10/15/10 What did we ask and what will we be working on in 2010? We polled all TRS’ in all states – 46 responded; What resources did you use? What worked well for you? What can we do to make our training more effective? Product development teams – schedule New In-Scope items for /15/1022

10/15/10 What resources did you use? 84.1% said they used the power point slides on the ExtraNet – saying they were helpful or very helpful; Many said were very helpful and were able to modify for local use; Those that felt they were not helpful – talked about lack of detail – assumes tax knowledge 12 of 29 responses indicated a need to modify or incorporate local problems or situations A few incorporated screen shots of TaxWise, forms, or word documents used in class 10/15/1033

10/15/10 What Additional Support do you need? Many want more short problems to work in class – 4491W has too many long or comprehensive problems that take too much time in class; More TaxWise training; Use more on-line teaching; Need corrections sooner – i.e. tax law changes or TaxWise updates. 10/15/1044

10/15/10 TRS Conference Calls and Webinar – did they help? 68.6% said they were helpful or very helpful; Sharing ideas and discussing issues were very helpful; Hearing things first hand and discussions were fantastic; Great tool for communication and keeping states informed; Webinars worked very well – kept on task and allowed questions; Webinar difficult when holding the phone and handling the computer; 10/15/1055

10/15/10 What IRS Publications do you use in Training? Most TRS’ in the survey responded to this question (36 responses); 20 listed Pub 4012 as the number one resource, all but one listed it as number two; 8 listed Pub 17 as number one or two; Only 3 or 4 considered Pub 4491 as number one or two (however all listed Pub 4491 in their list of resources). 10/15/1066

10/15/10 What worked well or What would you change? Using more computer training worked well; Using half-day training schedules (i.e. some Districts use 11 one-half day classes); Spend less time “hyping” the program, spend more time on substance; Pub 4012 used the most – great improvement; Use Power Point slides along with local prepared lessons; 10/15/1077

10/15/10 (continued) We should separate TaxWise from training materials – teach separately; Should “highlight” changes in Pub 4491 – especially for returning volunteers; Need a publication that spells out changes and how to handle; Need current TaxWise program earlier for instructor workshops. 10/15/1088

10/15/10 Questions/Discussion Thank You 10/15/1099