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
NY3 DISTRICT COORDINATORS - 2012 6
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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NY3 DISTRICT COORDINATORS - 2012 8
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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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