Instructor Workshop

December 5-6, 2018 Lakewood, CO

Conference Admin

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Internet – TA (Password: Taxes2018!)

Printer

Coat rack in the back

Coffee, tea, and water in the back

Restrooms

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State Management Team:

─ David Hutchison – State Coordinator (SC)

─ Larry Barnes – Administrative Specialist (ADS)

─ Kathy Martz – Prospective Volunteer Specialist (PVS)

─ Carl Kantner - Training Specialist (TRS)

─ James Askew – Technology Specialist (TCS)

Guests:

─ Steve Asbell – Colorado Department of Revenue

Introductions

Wednesday, December, 5, 2018

7:30 am to 8:00 am Breakfast (InnSider Bar & Grill for those staying at the hotel)

9:00 am to 9:15 am Welcome and Introductions (Carl Kantner)

9:15 am to 9:45 am Presentation: Colorado Tax Update (Steve Asbill, CO DOR)

9:45 am to 10:30 am Colorado Certification – Handbook, Training, Taking the Test (Tom LaJeunesse, Keith Hamlyn, Carl Kantner)

10:00 am to 10:30 am Presentation: Colorado Tax Update (Steve Asbill, CO DOR)

10:30 am to 10:45 am Break

10:45 am to 11:45 am Presentation: Federal Tax Law and Scope Changes (Carl Kantner)

11:45 am to 12:15 pm Presentation: Instructor Responsibilities/Certification (Carl Kantner)

12:15 pm to 1:15 pm Lunch

1:15 pm to 1:30 pm CORE Update – Appointment System (Jeff Bogart)

1:30 pm to 1:45 pm Presentation: Multi-factor Authentication (Dave Martz)

1:45 pm to 2:15 pm Presentation: Awareness and Sensitivity Training (Kathy Martz)

2:15 pm to 2:30 pm Break

2:30 pm to 3:30 pm Presentation: New AARP Intake Booklet: What it is? How to use it? (D W Hutchison)

3:30 pm to 4:00 pm Open Discussion (Carl Kantner)

6:00 pm to completion Dinner (for those staying at the hotel)

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Thursday, December 6, 2018

7:30 am to 8:00 am Breakfast (InnSider Bar & Grill for those staying at the hotel)

9:00 am to 9:15 am Opening Remarks (Carl Kantner)

9:15 am to10:00 am Presentation: How to Train Using New NTTC Materials (Carl Kantner)

10:00 am to 10:30 am Presentation: Intake/Interview Training (Stacey Mark)

10:30 am to 10:45 am Break

10:45 am to 11:30 am Presentation: Training For Quality Review (Don Bryson and Carl Kantner)

11:30 am to 11:45 am Presentation: Utilizing Library Resources (Larry Barnes)

11:45 to 12:45 pm Lunch

12:45 pm to 2:15 pm Breakouts for Newer and Experienced Instructors

Newer Instructors

Seminar: Effective Adult Learning (Melodie Boshaw)

Seminar: Planning a Training Session (Tom LaJeunesse)

Seminar: Training Coordinator Role (Keith Hamlyn)

Experienced Instructors Seminar: Finding Additional Resources (Carl Kantner)

Seminar: Training Experienced Volunteers (Dave Martz)

Seminar: Conducting District Training (Melody Boshaw)

2:15 pm to 2:30 pm Break/Movement

2:30 pm to 3:00 pm Three Breakout Discussion Groups with Assigned Topics

3:00 pm to 3:15 pm Report of Breakout Groups (Carl Kantner)

3:15 pm to 3:30 pm Workshop Wrap-up (Carl Kantner) CO1 -IW 2018 5

Estimated Time of Arrivals

Workbook answers using Practice Lab 2018 – mid-Dec?

NTTC Training Slides Rel. 2 – late Dec?

NTTC Modified Pub 4012 – Online version issued Dec. 3 (Do not print)

NTTC Modified Final Version of Pub 4012 – early January

Print of Final Version of Pub 4012 – late January

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Form 6744: Two changes to Advanced Scenario 8 on pg 87 Roberta claimed EIC for Jacob on her 2015 tax return, but he only lived with her for two months and the credit was disallowed. Roberta had wage income of $35,000 in 2018

Note: some questions can have more than one answer (round choices for for one, square choices for more than one)

IRS Site Coordinator training on VITA/TCE Central test site does not replace requirement for Local and Shift Coordinators to receive Tax-Aide Local Coordinator training (in Portal Library)

Updates

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TY2018 Link & Learn Taxes lessons now available

Practice Lab 2018

─ See Nov 30 blog posting (https://vitablog.taxslayerpro.com/) for most of items still to be completed

─ Remind volunteers to review and that there is no need to report these issues to TaxSlayer support or through Submit a Request

─ TaxSlayer waiting for states to approve calculations, forms, etc. – likely will not see in Practice Lab until late December

─ Added scratch pads to Schedule C entry page – will be optional as they are for Schedule A medical deductions

Updates…

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Updates…

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Print sets

─ E-file returns – numbered schedules that are used will stack print

─ Paper returns – will be new print set as numbered schedules must be on separate pages

─ More information coming from TaxSlayer/NTC

Absent spouse

─ Do not assume missing spouse will grant Relational Group consent

─ Do leave return type as e-file so Form 8879 will print (TaxSlayer will not allow e-filing if consent denied)

Updates…

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Print sets

─ E-file returns – numbered schedules that are used will stack print

─ Paper returns – will be new print set as numbered schedules must be on separate pages

─ More information coming from TaxSlayer/NTC

Absent spouse

─ Do not assume missing spouse will grant Relational Group consent

─ Do leave return type as e-file so Form 8879 will print (TaxSlayer will not allow e-filing if consent denied)

Updates…

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Relational Group logins (for two volunteers per state) will be available midish-December. No need to contact TaxSlayer support asking for them

~1,800 participants in Nov 15 TaxSlayer stress test

─ Encourage all to participate on Dec 8 to stress the system (better now than Feb 1)

Updates…

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State amended returns for Veterans Disability Payments

─ Likely that most states will NOT acquiesce to this change back to 1991 – discuss with your state tax agency

─ Can complete a state amended return if

• State law agrees with federal treatment of veteran disability payments

• State Coordinator permits filing complete amendment for 2015 or 2016

Client Facilitators must pass Intake/Interview & Quality Review test in addition to Volunteer Standards of Conduct test

Updates…

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Recent posts to Portal Library:

─ NTTC modified Pub 4012 – don’t print! (Mentioned earlier)

─ Workbook errata

─ Client Facilitator Training

─ Schedule C Guidelines

─ Scope Manual – may change once IRS finalizes forms

─ Gold Standards for Quality Review

─ QBI Deduction

─ Self-employed Health Care Deduction

Updates…

And learn to love it!

How to use Electronic NTTC Modified Pub 4012

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Second TaxSlayer stress test Saturday Dec. 8, 2018

9:00 – 10:15 a.m. MST; Practice Lab

Register at: http:vitablog.taxslayerpro.com/2018/11/06/you-are-invited-stress-test-2018/

Last stress test on Nov. 15 had only 1800 users. 18,000 would be more helpful!

Please participate if you can!

TaxSlayer Stress Test – Saturday Dec. 8, 2018

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Updates. . .

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