training highlights what’s different ny3 district coordinators - 2012 1
TRANSCRIPT
![Page 1: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/1.jpg)
TRAINING HIGHLIGHTS
WHAT’S DIFFERENT
NY3 DISTRICT COORDINATORS - 2012 1
![Page 2: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/2.jpg)
OBJECTIVES
CHANGES TO TRAINING PLAN
WHAT’S IN SCOPE
NEW YORK STATE CHANGES
WEBINARS
NY3 DISTRICT COORDINATORS - 2012 2
![Page 3: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/3.jpg)
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
NY3 DISTRICT COORDINATORS - 2012 3
![Page 4: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/4.jpg)
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
NY3 DISTRICT COORDINATORS - 2012 4
![Page 5: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/5.jpg)
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
NY3 DISTRICT COORDINATORS - 2012 5
![Page 6: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/6.jpg)
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
![Page 7: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/7.jpg)
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 7
![Page 8: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/8.jpg)
NY3 DISTRICT COORDINATORS - 2012 8
![Page 9: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/9.jpg)
NY3 DISTRICT COORDINATORS - 2012 9
$5,000
![Page 10: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/10.jpg)
NY3 DISTRICT COORDINATORS - 2012 10
DOCUMENT #
C2467
$5,000
![Page 11: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/11.jpg)
OUT OF SCOPE
NY3 DISTRICT COORDINATORS - 2012 11
$5,000
![Page 12: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/12.jpg)
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
NY3 DISTRICT COORDINATORS - 2012 12
![Page 13: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/13.jpg)
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
NY3 DISTRICT COORDINATORS - 2012 13
![Page 14: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/14.jpg)
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
NY3 DISTRICT COORDINATORS - 2012 17
![Page 15: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/15.jpg)
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 18
![Page 16: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/16.jpg)
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.
NY3 DISTRICT COORDINATORS - 2012 20
![Page 17: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/17.jpg)
WEBINARSTRY 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 21
![Page 18: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/18.jpg)
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
NY3 DISTRICT COORDINATORS - 2012 22
![Page 19: TRAINING HIGHLIGHTS WHAT’S DIFFERENT NY3 DISTRICT COORDINATORS - 2012 1](https://reader035.vdocuments.mx/reader035/viewer/2022081603/56649e185503460f94b0399e/html5/thumbnails/19.jpg)
TRAINING SUMMARY
QUESTIONS?
COMMENTS?
NY3 DISTRICT COORDINATORS - 2012 23