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TRAINING HIGHLIGHTS

TRAINING HIGHLIGHTS. WHAT’S DIFFERENT. OBJECTIVES. CHANGES TO TRAINING PLAN WHAT’S IN SCOPE NEW YORK STATE CHANGES WEBINARS. TRAINING PLAN. CHANGES FROM LAST YEAR 4 PRACTICE PROBLEMS, NOT SIX INTRODUCE WEBINARS FOR SPECIAL TOPICS LATE BREAKING TAX LAW CHANGES FOREIGN STATES

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TRAINING HIGHLIGHTS

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  1. TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012

  2. OBJECTIVES • CHANGES TO TRAINING PLAN • WHAT’S IN SCOPE • NEW YORK STATE CHANGES • WEBINARS NY3 DISTRICT COORDINATORS - 2012

  3. TRAINING PLAN • CHANGES FROM LAST YEAR • 4 PRACTICE PROBLEMS, NOT SIX • INTRODUCE WEBINARS FOR SPECIAL TOPICS • LATE BREAKING TAX LAW CHANGES • FOREIGN STATES • NEW YORK STATE COMPETENCY TEST • ALL WILL TAKE TEST • CERTIFICATION COMPLETE BY JANUARY 25TH NY3 DISTRICT COORDINATORS - 2012

  4. MAJOR REVISION TO PLAN • CAUSED BY LACK OF 2012 TRAINING MATERIAL • WILL TRAIN USING 2011 TRAINING MATERIAL • MANUALS • TAXWISE SOFTWARE • NTTC PPT SLIDES • LINK & LEARN • USE 2011 AGENDAS – NEW VOLUNTEERS NY3 DISTRICT COORDINATORS - 2012

  5. MAJOR REVISION TO PLAN • CERTIFICATION • COUNSELORS • 2011 STANDARDS OF CONDUCT TEST • REQUIRED TO PASS REVISED 2011CERTIFICATION TESTS • NON-COUNSELOR VOLUNTEERS • 2011 STANDARDS OF CONDUCT TEST • INSTRUCTORS VERIFY AND SIGN VA FORM (13615) • ENCOURAGE USE OF LINK & LEARN FOR TESTING NY3 DISTRICT COORDINATORS - 2012

  6. 2012 AVAILABILITY • SPECIAL SESSION FOR 2012 CHANGES • MID TO LATE JANUARY • IF LATE, MAY BE VIA WEBINARS • AVAILABILITY OF TRAINING MATERIAL - TBD NY3 DISTRICT COORDINATORS - 2012

  7. 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 NY3 DISTRICT COORDINATORS - 2012

  8. NY3 DISTRICT COORDINATORS - 2012

  9. $5,000 NY3 DISTRICT COORDINATORS - 2012

  10. DOCUMENT # C2467 $5,000 NY3 DISTRICT COORDINATORS - 2012

  11. OUT OF SCOPE $5,000 NY3 DISTRICT COORDINATORS - 2012

  12. SCOPE LIMITATIONS • IF CERTIFIED FOR MILITARY: • RENTAL INCOME • IN-SCOPE ONLY FOR MILITARY LIVING ABROAD • MOVING and LIVING EXPENSE ADJUSTMENT • IN-SCOPE ONLY FOR MILITARY MOVES • EMPLOYEE BUSINESS EXPENSES • IN-SCOPE ONLY FOR MILITARY NY3 DISTRICT COORDINATORS - 2012

  13. NEW YORK STATE • NEW FORM IT-201 • ADDS DEPENDENTS • TAKES OUT ITEMIZED DEDUCTION WORKSHEET • NEW FORM: IT-201-D • WORKSHEET FOR NYS ITEMIZED DEDUCTIONS • REVISED IT-301: INCLUDES FORM #S NY3 DISTRICT COORDINATORS - 2012

  14. NEW YORK STATE • COMPETENCY TEST AVAILABLE • 20 MULTIPLE CHOICE QUESTIONS • FIVE ADDL FOR NYC – NOT REQUIRED IN NY3 • ALL COUNSELORS TAKE TEST • NOT REQUIRED FOR CERTIFICATION YET • COMPILE RESULTS – EVALUATE TEST & TRAINING NY3 DISTRICT COORDINATORS - 2012

  15. 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 NY3 DISTRICT COORDINATORS - 2012

  16. NEW YORK STATE • NEW POA REQUIREMENT • NO NEED TO COMPLETE AND FILE FORM POA-1 • TP HAS VALID POA DOCUMENT • ATTACH COPY TO IT-579 • RETURN TO REPRESENTATIVE • NO POA DOCUMENT, COMPLETE AND FILE FORM POA-1. NY3 DISTRICT COORDINATORS - 2012

  17. WEBINARS • TRY IT • NOT DIFFICULT TO DO • NATL OFFICE WILL HELP SET UP • REVIEW WEBINAR ON “HOW TO USE WEBINARS” • AVAILABLE ON PORTAL NY3 DISTRICT COORDINATORS - 2012

  18. WEBINARS • WEBINARS AVAILABLE IN JANUARY FOR • NY NON-RESIDENT • NEW JERSEY NON-RESIDENT • PENNSYLVANIA NON-RESIDENT • EXPECT WEBINARS FOR LATE-BREAKING TAX CHANGES • WEBINAR SCHEDULES WILL BE SENT OUT NY3 DISTRICT COORDINATORS - 2012

  19. TRAINING SUMMARY QUESTIONS? COMMENTS? NY3 DISTRICT COORDINATORS - 2012

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