Tax Time Tips As the end of the year approaches, I would like to take this opportunity to wish you all Happy Holidays. I hope that you can have some fun before you have to deal with all of the not-so-fun stuff that is to follow, like taxes. If your Chapter has a year-end date of Dec. 31, you have until May 15 to file form 990-N (e-Postcard) with the IRS. This form must be filed electronically. There is a link on the RSES website that will take you to the 990-N (e-Post- card) filing site. When you log onto the RSES website, you need to click on the My RSES home page line under- neath your name. You then click on the Chapter Officer’s information line that will appear in a listing on the left-hand side. In the tax information section, select the blue link that says “click here,” and you will be connected with the 990-N (e-Postcard) filing site. If a Chapter has paid any individual or non-incorporated entity $600 or more for services during the year-end date of Dec. 31, the Chapter must file Form 1099-MISC and 1096. Form 1099- MISC is a multi-part form that can be purchased at any office supply store. To correctly fill out this form you will need to have the name, address, and tax identification number for the person or entity you paid at least $600 to dur- ing the year. Copy B of this form must be given to the recipient by Jan. 31, Copy A must be filed with the IRS by Feb. 28, and Copy C should be kept by the Chapter. Form 1096 is a summary return and must accompany Copy A of the 1099-MISC to the IRS. In order to fill out this form, you just need the Chapter name, address, tax identifica- tion number and number and type of form you are filing. If you have received a notice from the IRS stating that the Chapter has lost its not-for-profit status, the deadline for getting your Chapter’s tax-exempt sta- tus reinstated by Dec. 31 is rapidly ap- proaching. Headquarters Staff has prepared a package with line-by-line instruction that will assist you in filling out all of the necessary paperwork. If you need a copy of this package, or have questions on how to fill it out, please contact Headquarters today. If you have any questions on this or any other tax or accounting issue, please let me know and I will be happy to help. Kelly Womack RSES Dir., Finance and Administration [email protected]800-297-5660 x4026 RSES • 1911 Rohlwing Road, Suite A • Rolling Meadows, IL 60008-1397 • www.rses.org December 2012 A HEADS UP 1 A LOOK INSIDE SECTION PAGE A Heads Up 1 Product Spotlight 1 What’s New 2 Technical Tidbits 3 Don’t Forget 3 Upcoming Events 4 Staff Directory 4 PRODUCT SPOTLIGHT Preparing for the NATE Exam: Hydronics Hydronics is the fifth title in the Preparing for the NATE Exam series. This manual is approximately 146 pages and includes the following topics: introduction to hydronic heating; boilers; near-boiler piping system components; piping systems; controls; pumps; installation and maintenance; and fossil fuel-fired hydronic systems. There are some differences between gas and oil as the fuel source, and those differences are noted so the technician who wishes to become NATE certified can prepare for either the Hydronics-Gas exam or the Hydronics-Oil exam. To order the Hydronics manual, call RSES at 800-297-5660 or visit the RSES Online Store. HEAD UARTERS NEWS
Transcript
Tax Time Tips
As the end of the year approaches, I would like to take this opportunity to wish you all Happy Holidays. I hope that you can have some fun before you have to deal with all of the not-so-fun stuff that is to follow, like taxes.
If your Chapter has a year-end date of Dec. 31, you have until May 15 to file form 990-N (e-Postcard) with the IRS. This form must be filed electronically. There is a link on the RSES website that will take you to the 990-N (e-Post-card) filing site. When you log onto the RSES website, you need to click on the My RSES home page line under-neath your name. You then click on the Chapter Officer’s information line that will appear in a listing on the left-hand side. In the tax information section, select the blue link that says “click here,” and you will be connected with the 990-N (e-Postcard) filing site.
If a Chapter has paid any individual or non-incorporated entity $600 or more for services during the year-end date
of Dec. 31, the Chapter must file Form 1099-MISC and 1096. Form 1099-MISC is a multi-part form that can be purchased at any office supply store. To correctly fill out this form you will need to have the name, address, and tax identification number for the person or entity you paid at least $600 to dur-ing the year. Copy B of this form must be given to the recipient by Jan. 31, Copy A must be filed with the IRS by Feb. 28, and Copy C should be kept by the Chapter. Form 1096 is a summary return and must accompany Copy A of the 1099-MISC to the IRS. In order to fill out this form, you just need the Chapter name, address, tax identifica-tion number and number and type of form you are filing.
If you have received a notice from the IRS stating that the Chapter has lost its not-for-profit status, the deadline for getting your Chapter’s tax-exempt sta-tus reinstated by Dec. 31 is rapidly ap-proaching. Headquarters Staff hasprepared a package with line-by-line
instruction that will assist you in fillingout all of the necessary paperwork. If you need a copy of this package, or have questions on how to fill it out, please contact Headquarters today.
If you have any questions on this or any other tax or accounting issue, please let me know and I will be happy to help.
RSES • 1911 Rohlwing Road, Suite A • Rolling Meadows, IL 60008-1397 • www.rses.org
December 2012
A HEADS UP
1
A LOOK INSIDE SECTION PAGE
A Heads Up 1Product Spotlight 1What’s New 2Technical Tidbits 3Don’t Forget 3Upcoming Events 4Staff Directory 4
PRODUCT SPOTLIGHT Preparing for the NATE Exam: Hydronics
Hydronics is the fifth title in the Preparing for the NATE Exam series. This manual is approximately 146 pages and includes the
following topics: introduction to hydronic heating; boilers; near-boiler piping system components; piping systems; controls; pumps; installation and maintenance; and fossil fuel-fired hydronic systems.
There are some differences between gas and oil as the fuel source, and
those differences are noted so the technician who wishes to become NATE certified can prepare for either the Hydronics-Gas exam or the Hydronics-Oil exam.
To order the Hydronics manual, call RSES at 800-297-5660 or visit the RSES Online Store.
Emerson Honors HanneganGlenn W. Hannegan Jr., was a 20+ year Member of RSES, and more importantly, very highly respected by all the students who learned from him. Hannegan was a regular on the RSES circuit of local Chapter, State/Regional and International conference and semi-nar meetings for years.
During Emerson Climate Technologies annual National Wholesaler Confer-ence on Oct. 29-31 in Tucson, Ariz., they introduced the “Glenn W. Han-negan Jr. Leadership Award,” given for advancing education and training in the HVACR industry. The inaugural recipi-ent of the award was Dennis Supply Company, Sioux City, Iowa.
Upcoming Industry ConferenceThe HVACR & Mechanical Conference for Education Professionals will be held March 11-13 at the Cheyenne Mountain Resort, Colorado Springs, Colo. RSES is a proud supporter of this workshop. HVACR and mechanical instructors, administrators, counselors, advisory committee members, edu-cators, Chapter leaders and training instructors will be pleased with the many quality educational programs being offered. More information and online registration, along with online hotel guest room reservations will be available soon.
CEH Corner Don’t forget, you can earn CEHs by reading RSES Journal! Be sure to check out the next installment of CEH Corner on pg. 31 of the December 2012
issue. The questions refer to the article on pg. 22, “Data Centers Part 1: What Technicians Need to Know.” If you read the article, go online according to the instructions in the column, and then answer all the questions correctly, you will earn 1 CEH.
December e-NewslettersThis month, two of RSES Journal’s e-Newsletters are headed your way. The
December issue of Essentials—which features the latest product information from leading HVACR manufacturers—will be distributed Dec. 14. Elements—which features additional technical stories, case studies and white pa-pers—will arrive in e-mail inboxes Dec. 20. Story ideas and questions for Nuts n’ Bolts should be directed to Anne Sedjo at [email protected]. Not signed up for e-Newsletters? Visit www.rses.org/requestinfo.aspx and fill out the form!
January RSES Journal FeaturesThe January issue of RSES Journal will feature articles on: ASHRAE/AHR Expo Preview: A look at what is in store for the 2013 ASHRAE Winter Conference and AHR Expo being held Jan. 26–30 in Dallas. Data Centers: The second in a three-part series, this feature will cover microprocessor logic, alarms, room designs, ASHRAE recommendations and humidity control for data-center A/C systems. VFDs: Read the answers to some of the more common questions asked when using variable-frequency drives. Sensors: Learn how to eliminate arc flash when installing a current switch.
In addition to these features, RSES Journal will also have an interview with 2012–2013 RSES International President Mike Eckstein, CM, as well as an overview of the mid-November 75th Annual RSES Conference held in conjunction with the 23rd Annual RSES Mid-Southeast Regional Association Conference.
Capitol Climate UpdateIn 2013, RSES Journal will add a series of guest
columnists to its monthly installment of “Capitol Climate” in an effort to provide more information about federal standards and regulations affecting contractors, facility managers and tech-nicians. In addition to Jon Melchi, Director of Government Affairs, HARDI (scheduled for March 2013), several additional names from sister associa-
tions will be penning their perspectives, including: ASHRAE President Tom Watson (scheduled for January 2013); and ACCA VP of Government Rela-tions Charlie McCrudden (scheduled for February 2013). Be sure to check out the January 2013 issue!
Declarations Due Feb. 14
Any Member interested in running for the office of Regional Director in the following geographical areas for two-year terms (2013-2015) has until Feb. 14 to declare his or her intentions: Region 2 Region 8/11 Region 14/15 Region 16/17Simply submit a written statement expressing your interest to Executive Vice President Mark Lowry by mail or by e-mail at [email protected]. Once declarations are made, the 2013 Nominating Committee will recommend a slate of Directors to the Board of Directors for approval and publication. In the event of additional canidates coming forth following slate publica-tion, a ballot mailing will be sent by a third party to members in the affected region(s) for their vote. Results will be compiled and announced at the RSES Annual Conference Business Meeting in Pittsburgh, Pa.
RSES Seminar UpdateRSES will hold an RSES Training Au-thority Seminar in conjunction with the EKA Meeting on Jan. 26. “Installation for Installers,” will led by Tom Schaefer, CMS. This seminar will provide 6.5 hours toward NATE recertification in Air Conditioning, Air Distribution, Heat Pump, Gas Furnace, Oil Furnace, Gas Hydronic and Oil Hydronic (installer and service). Exams will be offered.
The seminar will be at the Clarion Hotel, 8250 Park Road, Batavia, N.Y. 14020 (585-344-2100). Guest rooms are $85/Queen and $105/Suite (identify you are with the RSES Seminar/EKA Meeting). Seminar pricing will be $150/RSES Member; $200/Nonmember. Registration will be available on the RSES website or by phone, simply call Jean Birch at 800-297-5660 x4046.
All Members New Member benefit! Our current Member benefit provider, Bank of America Merchant Services, is now offering Mobile Pay on Demand. With Mobile Pay on Demand, RSES Mem-bers will be able to accept credit card payments securely virtually anywhere simply by using their smartphone.
An individual will need to fill out an online application to be approved for these services. One will typically receive credit approval within one hour according to Bank of America Mer-chant Services.
Once someone is approved, they are to download an app onto their smart-phone. This can be done by going to Google Play or the iTunes App Store and in the search feature one must type in Mobile Pay on Demand. Once an individual downloads the free app they will receive an e-mail notification which will provide them with the activa-tion code needed to unlock the recently downloaded app. Once activated, the Member will be able to accept pay-ments immediately by manually enter-ing the credit card information until the reader arrives in the mail.
‘Tis the season! Do you have last- minute shopping to finalize?
Find the perfect holiday gift for the HVACR profes-sional by visiting
the RSES Online Store for the latest in RSES attire and merchandise.
TECHNICAL TIDBITS
DON’T FORGET
3
What causes terminal venting? HVACR professionals looking for this answer and information on hydrocarbon refrigerants, regulations and standards, refrigerant safety, compressor change-out, system flushing/purging and pressure-testing for leaks and more can find it in the RSES Hydrocar-bon Refrigerants study guide. View a sample here.
This study guide provides the knowledge needed to work safely with flammable refrigerants. Hydrocarbon Refrigerants may be purchased through the RSES Online Store.
Anne Sedjo, Associate Editor 847-759-4032; [email protected] Stephanie Rosheck, Art Director 847-759-4030; [email protected] Conference and Seminars Jean Birch, Mgr., Conference and Sem. 847-759-4046; [email protected]
Training and TestingPatrick L. Murphy, CM, Dir., Training and Testing 847-759-4050; [email protected]
