TRAINING HIGHLIGHTS

WHAT’S DIFFERENT

NY3 DISTRICT COORDINATORS - 2012 1

OBJECTIVES

CHANGES TO TRAINING PLAN

WHAT’S IN SCOPE

NEW YORK STATE CHANGES

WEBINARS

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TRAINING PLANCHANGES FROM LAST YEAR

4 PRACTICE PROBLEMS, NOT SIX

INTRODUCE WEBINARS FOR SPECIAL TOPICSLATE BREAKING TAX LAW CHANGESFOREIGN STATES

NEW YORK STATE COMPETENCY TESTALL WILL TAKE TEST

CERTIFICATION COMPLETE BY JANUARY 25TH

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MAJOR REVISION TO PLAN

CAUSED BY LACK OF 2012 TRAINING MATERIAL

WILL TRAIN USING 2011 TRAINING MATERIALMANUALSTAXWISE SOFTWARENTTC PPT SLIDESLINK & LEARN

USE 2011 AGENDAS – NEW VOLUNTEERS

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MAJOR REVISION TO PLAN

CERTIFICATIONCOUNSELORS

2011 STANDARDS OF CONDUCT TESTREQUIRED TO PASS REVISED 2011 CERTIFICATION TESTS

NON-COUNSELOR VOLUNTEERS2011 STANDARDS OF CONDUCT TEST

INSTRUCTORS VERIFY AND SIGN VA FORM (13615)ENCOURAGE USE OF LINK & LEARN FOR TESTING

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2012 AVAILABILITY

SPECIAL SESSION FOR 2012 CHANGES MID TO LATE JANUARY

IF LATE, MAY BE VIA WEBINARS

AVAILABILITY OF TRAINING MATERIAL - TBD

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WHAT’S IN-SCOPE

NEW DETAILED DEFINITION OF IN-SCOPE

7 PAGE DOCUMENT LISTING EACH LINE OF 1040 AND EACH FORM USED BY TAX-AIDE

NEW POSTER AVAILABLE FOR DISPLAY ON SITE

IRS RECENTLY RULED:SCHED C EXPENSES >$5,000 OUT-OF-SCOPE

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$5,000

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DOCUMENT #

C2467

$5,000

OUT OF SCOPE

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$5,000

SCOPE LIMITATIONS

IF CERTIFIED FOR MILITARY:RENTAL INCOME

IN-SCOPE ONLY FOR MILITARY LIVING ABROAD

MOVING and LIVING EXPENSE ADJUSTMENTIN-SCOPE ONLY FOR MILITARY MOVES

EMPLOYEE BUSINESS EXPENSESIN-SCOPE ONLY FOR MILITARY

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NEW YORK STATE

NEW FORM IT-201

ADDS DEPENDENTSTAKES OUT ITEMIZED DEDUCTION WORKSHEET

NEW FORM: IT-201-DWORKSHEET FOR NYS ITEMIZED DEDUCTIONS

REVISED IT-301: INCLUDES FORM #S

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NEW YORK STATE

COMPETENCY TEST AVAILABLE20 MULTIPLE CHOICE QUESTIONS

FIVE ADDL FOR NYC – NOT REQUIRED IN NY3ALL COUNSELORS TAKE TESTNOT REQUIRED FOR CERTIFICATION

YETCOMPILE RESULTS – EVALUATE TEST & TRAINING

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NEW YORK STATE STATE TRAINING FILE AVAILABLE ON NY3 WEBSITE JOINT EFFORT RESULTING FROM WRAP-UP

NY3 NYS TAXATION DEPT

CROSS TRAINING WITH OTHER STATES NEW JERSEY & PENNSYLVANIA MORE TO COME

NYS TAXATION –EARLY AVAILABILITY OF TWO CCH COULD NOT SUPPORT

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NEW YORK STATE

NEW POA REQUIREMENT NO NEED TO COMPLETE AND FILE FORM POA-1TP HAS VALID POA DOCUMENT ATTACH COPY TO IT-579 RETURN TO REPRESENTATIVE

NO POA DOCUMENT, COMPLETE AND FILE FORM POA-1.

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WEBINARSTRY IT

NOT DIFFICULT TO DO

NATL OFFICE WILL HELP SET UP

REVIEW WEBINAR ON “HOW TO USE WEBINARS”AVAILABLE ON PORTAL

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WEBINARS

WEBINARS AVAILABLE IN JANUARY FOR NY NON-RESIDENT NEW JERSEY NON-RESIDENTPENNSYLVANIA NON-RESIDENT

EXPECT WEBINARS FOR LATE-BREAKING TAX CHANGES

WEBINAR SCHEDULES WILL BE SENT OUT

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TRAINING SUMMARY

QUESTIONS?

COMMENTS?

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