1. Training Products – AARP1
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

2. 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

3. Scope Summary-Process3
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

4. Scope Summary - Content4
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

5. 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

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