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TRS Presentation 2013-14

TRS Presentation 2013-14. 23 September 2013 Peter H. Viles Mass TRS aarp25@verizon.net. Certification. Basic / Advanced All AARP Counselors at Advanced Level. Instructors Certify with PHV Instructors then Certify all within District. Use Link n Learn whenever possible. IRS Materials.

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TRS Presentation 2013-14

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  1. TRS Presentation 2013-14 23 September 2013 Peter H. Viles Mass TRS aarp25@verizon.net

  2. Certification • Basic / Advanced • All AARP Counselors at Advanced Level • Instructors Certify with PHV • Instructors then Certify all within District • Use Link n Learn whenever possible

  3. IRS Materials • Initial Shipment mid-late November • Pub 4480 – Training Products • 4012 (White tabs only) • 4491-W (Problems) • 6744 (Test) • Pub 5051 (CD) • On IRS Website by 4 Oct

  4. IRS Materials – 2 • Pub 5051 (CD) • 4012 • 4491 • 4491-W (Problems) • 6744 (Test) • 4942 (CoD / HSA) • 4961 (Stds of Conduct) • 13614C (Interview/Intake)

  5. IRS Materials – 3 • 4491 and 4491-W are “Evergreen" • Retain for subsequent years • 4491-X for Updates • Probably in e-form only • Unofficial Answers to 4491-W from AARP NTTC - ? Jan

  6. What’s New • Schedule C with up to $10,000 Expenses • Wash Sales from Brokerage Statement • 1099-R for SEP / SIMPLE Same-Sex Marriage • If Legal in State, then Legal Federally • Amend for 3 Years • ? How in TaxWise • Cannot Refuse Service

  7. Mass Resources – 1 • Mass Manual • Sections I and II Combined • District Flash Drive • TWO: General / Training • Tools / Resources • IRS Publications • Training: Slides, Schedules

  8. Mass Resources – 2 • Instructor CD • 2012 Problems / Answers from 4491-W • Mass Adjustments for 4491-W • Possible Schedules • Sample Slides • TWO Instructions

  9. Instructor / ERO (TWO) Courses • 7 Oct for Dist 2, 6, 17, 18 • Plymouth Pub Lib 9:30 – 1:00 • Pending for Dist 4, 9, 20 • Dist 3, 10, 16 • Dist 5, 7, 25

  10. District Training • 5 Day / 3 Day / 2 Day / 1 Day • Combination of Printed and e-Material • Use TWO Training 2012 • Mentors and Out-of-Class Work

  11. Intake Sheet – Page 1 • Pink • Page 1 Revised • Identity Theft • Dependent Information

  12. NTTC - 2013 TRAINING

  13. Intake Sheet – Page 2 • Page 2 • Certification Levels may be Confusing • Review All “Unsure” Responses

  14. 13614-C, Page 2 – Certification Levels NTTC - 2013 TRAINING

  15. Intake Sheet – Page 3QR Items • Do Each Item Only Once • ID Confirmation – by Client Facilitator • Volunteer Certification – Start of Season • SIDN – Initial Template Check

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