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NY3 District Coordinators 2012 Training Highlights and Changes

This document outlines the significant changes to the NY3 District Coordinators 2012 training program. It includes new training materials, updated objectives, and the introduction of webinars for special topics such as late-breaking tax law changes. The revised training plan emphasizes competency testing for all counselors, ongoing certification requirements, and scope limitations. Key topics covered include NY state changes, adaptations from the previous year, and the rollout of new forms and materials essential for compliance.

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NY3 District Coordinators 2012 Training Highlights and Changes

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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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