1 nttc training 2009 national tax training committee aarp tax aide helping taxpayers
TRANSCRIPT
1NTTC Training 2009
National Tax Training Committee
AARP Tax Aide
Helping Taxpayers
2NTTC Training 2009
Training - Whats New For 2009?
Update of Power Point Slides – Pub 4491 and Pub 4012 ERO Training ARRA Highlights and Changes Security and Privacy
Updating of Agendas for Counselor Training using Pub 4491 and the Power Point Slides “3 day” agendas for Returning Volunteers “6 day” agendas for New Volunteers or others wanting/needing
more detailed training
Use of 4491W – workbook and exercises in training Use of IRS Intake and Interview Form with QR checklist Use of Link & Learn and Practice Lab for Certification of
returning volunteers
3NTTC Training 2009
Roll-out of Power Point Slides for Pub 4491
List of slides follow each lesson in Pub 4491
Slides are used as talking points for each key area principle or
concept covered in each lesson
Goal is to help counselor understand and feel confident they
can use resources, apply tax law, and to prepare accurate tax
returns
Slides facilitate use of software and e-filing
Focus on good interviewing of clients and the Quality Review
Process
4NTTC Training 2009
Creating Agendas for Counselor Training using Pub 4491 and the Power Point Slides
Each state can modify the suggested agenda to fit their needs
Training agenda provides for minimum “3 days training” for
returning volunteers – however, suggest this be increased to
“4 days” to cover ARRA & other significant changes in 2009
All new volunteers and returning volunteers who need
additional training should attend a minimum of “5 to 6 days”
of training
5NTTC Training 2009
Use of 4491W – workbook and exercises in training
A minimum of four (4) exercises or Practice Problems completed in class
Training Agenda will incorporate an exercise or problem in each day of training Basic problem should be completed on first day Basic/Intermediate problems completed on second and third
day Intermediate/Advanced problems completed on fourth and
fifth day of training Some states may elect to use comprehensive problem
worked each day of class but still should complete four problems
6NTTC Training 2009
Use of New IRS Intake Form with QR checklist
Use the IRS intake and interview form (Form 13614C) at all sites
Section A (first two pages) – completed by tax payer Section B (third page) – completed by counselor Section C (third page) – QR checklist Additional notes and information (fourth page)
Form replaces the AARP IRS intake form and QR checklist (Form 8158)
No longer require taxpayers signature to retain data for following year
Form should be completed and returned to taxpayer after final quality review
7NTTC Training 2009
Use of Link & Learn and Practice Lab for Taking the Test and Certification
Returning volunteers to have at least one year in the program to use link & learn to take the test
Must pass a three part IRS test (Basic, Intermediate, and Advanced)
Also may use form 6744 – paper test
Use Practice Lab in Link & Learn (www.irs.gov) to work
problems and for training using 2009 Tax Wise
Need high speed connection to use Practice Lab – can be
wireless (training site – no live taxpayer data)
8NTTC Training 2009
Link & Learn Taxes and the Practice Lab
How is Link & Learn accessed?• Go to www.irs.gov, Keyword/Search:
“Link & Learn”• Choose certification level (Basic,
Intermediate, Advanced, Military, International, Puerto Rico, or Foreign Students)
• Begin online learning!!
9NTTC Training 2009
Practice Lab Began in November 2008 the Electronic Tax Software
Practice Lab for VITA/TCE Volunteers (using Tax Wise Online software) and included in Link & Learn Taxes
Tax Year 2009 for Tax Wise will be installed when Link & Learn for 2009 is up and running – first week in November
A universal password of “learntwo” is used to access Practice Lab.
Once logged on as a first time user – you will create a unique account
You will be assigned your own user id (a 6 digit number assigned by Practice Lab) and your zip code is your password
Restricted to authorized IRS licensees only by requiring a password
10NTTC Training 2009
Link & Learn Taxes and the Practice Lab
11NTTC Training 2009
Link & Learn Taxes and the Practice Lab
12NTTC Training 2009
In-scope topics for 2009 (continued from 2008)
Schedule K-1s’ are included in Pub 4491 and test
Mortgage Forgiveness Debt Relief Act of 2007 – (taxpayers may exclude certain debt forgiven or canceled on their principal residence) – is now included in Pub 4491 with a check list in Pub 4012 Form 1099-A, Acquisition on Abandonment of
Secured Property – (from the lender if the home was transferred in a foreclosure)
Form 1099-C, Cancellation of Debt
13NTTC Training 2009
Advanced Copies – Late October
SCs and TRS will receive a printed advance copy of the following products in late October. Publication 4491, VITA/TCE Student Guide Publication 4491-W, VITA/TCE Workbook Publication 4555, VITA/TCE Instructor Guide Publication 6744, Test/Retest Publication 4012, Volunteer Resource Guide A CD-ROM containing all the items will also be included.
Link & Learn Taxes, including the Practice Lab, is scheduled to launch the 1st week in November.
14NTTC Training 2009
National Tax Training Committee
QUESTIONS?
COMMENTS?