New Hampshire AARP Foundation Tax-AideTax-Aide NH We’re about 300 fabulous and amazing volunteers...
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New Hampshire AARP Foundation Tax-Aide TY2015 Kickoff Meeting 2015-Oct-22
Transcript of New Hampshire AARP Foundation Tax-AideTax-Aide NH We’re about 300 fabulous and amazing volunteers...
NewHampshireAARPFoundationTax-Aide
TY2015KickoffMeeting2015-Oct-22
Agenda• Introduction• Recap:whatwedidandwhywe’reawesome• Recognition:who’sparticularlyawesome• What’snew
• StateLeadership• TaxLaw• Scope• Tech• NationalTax-Aide
• IRS- Gregg• Tech- Lance• Training- Deb• Portal- Vicki
Tax-AideNHWe’reabout300fabulousandamazing volunteerswhodidover13,000returnsatover50locations andput$14.2million dollars backintoourneighbor’s pockets(andtook~$2.4Mout).Allforatotalcostofaround$20,000.Asthe leaders oftheprogram,youensuredourvolunteers coulddothis.
Thank you!
NewHampshireTax-AideVolunteeroftheYear
FredKollmorgen
ReviewofNHTax-Aide:StateLeadership
ADS VickiLaforet [email protected]
PCS
PVS CharlesCaldwell [email protected]
TCS LancePratt [email protected]
TRS DebHatcher [email protected]
SC JanNedelka [email protected]
ReviewofNHTax-Aide:DistrictLeadership
D01 NorthCountry ChuckMartindill [email protected]
D02 Grafton-Sullivan GusSeamans [email protected]
D03 CarrollCounty JeanBeadle [email protected]
D04 Concord DianeVince [email protected]
D05 Manchester StacySomogyi [email protected]
D06 Monadnock BunnyPeakes [email protected]
D07 Nashua SteveMandra [email protected]
D08 Seacoast HarveyEpstein [email protected]
TaxLawChanges
•Notmuchchange– goodnews!• Ususal waitinggameforcongresstopass/notpassextenders
ScopeChanges
•Notmuchchange– moregoodnews!• AddedcodeLto1099-R• Mayhavechange(increase)toScheduleCexpenselimit• Twoseldom-encounteredbutdifficulttoprepareACAcasesnowout-of-scope
TechChanges
•Notmuchchange– evenmore goodnews!• StickingwithWin7• TaxWiseDesktopisdead.TaxWiseOnlineisonlyoptionnow
• Weshouldbeabletogetallthehardwareweneed
NationalTax-AideChanges
•NewPortaltomanageallvolunteeractivities
Notgood.
💩
Youknowelseisawesome?
Vicki
IRS- Gregg
NewHampshireAARPTax-AideFallMeeting2015
Thankyouallagainforyourservicetoyourcommunities!!
VITA/TCESitesNewHampshire2015Filingseason
� 71VITA/TCESitesinNewHampshire� 18,055taxreturnsincludingMyFreeTaxespreparedup7.6%fromtaxyear2014
� 61%returnsfiledsinglefilers� 19%EarnedIncomeTaxCredit(EITC)returns� $4.2millioninEITCclaimed� $19.3millioninrefundsclaimed� $2.8millioninbalanceduereturnsfiled� 96%returnse-filed� 69%returnsDirectDeposit� EncourageDirectDebitforbalanceduereturns� Fantasticresultsthankstoallofyou!!!!◦ NationwideVITA/TCEProgram◦ 3.7milliontaxreturns◦ $3.9billioninrefunds◦ $569millioninbalancedues
FilingSeason2015revisited� SPECQSSQualitySiteReviews:QualitySiteRequirementsadherencerate92.6%� 68%ofSitesuseInterviewandIntakeProcess� 85%ofSitesuseaQualityReviewProcess
� SPECQSSReviews94%accuracyrate� NomoreonepersonSites� Remotequalityreview
� SPECShoppingreviewsdiscontinued� RemoteSiteReviews� BostonTerritoryorotherTerritorypersonnel
2015FilingSeasonrevisited
� NewHampshireFieldSitevisits◦ Sitenotopenaslisted◦ ACAadefinitechallenge:newforeveryone◦ 100%Intake&Interviewprocess◦ 100%QualityReviewProcess◦ Possibleonepersonsite
2016FilingSeasonOpportunities
• MaintainthefocusonQuality• Usethe“process”• Intake/InterviewandQualityReview• Conversations withcustomers• Continuetoquestioninformationthatappearsunreasonable
• Interview/Intakeprocess+QualityReview=Accuratetaxreturn
2016FilingSeasonOpportunities
• UpdatingQualitySiteRequirements
• QSR#2InterviewandIntakeProcesstrainingrequired• QSR#10PhotoIDfromeverytaxpayertoreduceidentitytheftexceptionsallowedunder“extremecircumstances”
ProductOrderingTimelineFY2016
� Electronicfilesforall trainingproductsavailablenowonirs.gov� TrainingmaterialsarescheduledtoarrivetheweekofNovember13th
� Publication4491-We-productonly� Publication5091(CD)Containsalltrainingmaterials� Publication4961VITA/TCEVolunteerSOC-EthicsTraining
� e-product only
� Publication4480Link&LearnTaxeskit◦ IncludesPublication4012andVITA/TCETestForm6744
VITA/TCEProductsFY2016• Link&LearnTaxesavailableearlyNovember• e-productsencouragedandallproductsareavailableonwww.irs.gov• Form13614-Crevised• ACAnowincludedinPublication4491AdvancedcertificationPub5157eliminated
• Publication17forVITA/TCEvolunteersonly• Pub4491-XpublishedelectronicallyJanuary2016forlatetaxlawlegislation
• Optionale-moduleonLink&LearnforthosewhohavepassedAdvancedmodule• Health SavingsAccounts
TaxWiseFilingSeason2016
• NH100%TaxWiseOnline• Form8453/8879questions????• TaxWisetoshipNovember24th• “10to21days”forrefundsduetoIdentityTheft
◦ Alltrainingvideosavailableforviewing/downloadatVITA/TCECentralonwww.irs.gov
◦ PracticeLab:learntwo◦ ACAaffordabilityworksheetadded◦ Windows10?????◦ TWOissuesbehindus??????hopefully◦ DropoffmethodForm14446required◦ MyFreeTaxes◦ FreeFile
FS 2016 TaxWise
Modernizede-file/MeFreminders
• Yearrounde-filing• Fasteracknowledgements• Prioryearreturns• Moreplainlanguageerrorconditions• AllowAdobePDFattachmentstotaxreturns
Modernizede-fileorMeFcontinued
• MeFiscasesensitive• CCHrecommendstheuseofCAPSlockthroughoutthepreparationofthetaxreturn
• PunctuationorextraspacesontheMainInformationsheetwillcausevalidationerrors
• Specialcharactersshouldnotbeused(i.e.hyphens,commas,periods)
AlternativeFilingMethodsFacilitatedorSelfAssistance
� TheVITA/TCEProgramcouldnotserveeveryonewhoneedsassistanceiftheyallshowedup
� 70%oftaxpayerscanpreparetheirtaxesonlineatirs.govforfree� 55.1%ofallTaxreturnsfiledinNHforTaxYear2013were“selfprepared”including44,790EITCtaxreturns
� Certifiedvolunteerassistscustomers◦ Assistancecanbeonsite,viachat,e-mail,orphone◦ Remoteoption isthepreferredmethod bycustomers◦ Nationwide 43.6million peopleselfprepared theirowntaxreturn in2013
� Facilitated/SelfAssistanceanoptioninall50States◦ MyFreeTaxes-all50statesfree federalandstatereturns
� Remoteassistance availablewithcertifiedUnitedWayassistor◦ 204,960 returnsprepared usingMyFreeTaxes in2014
� 746inNewHampshire
AlternativeFilingMethodsVirtualVITA/DropOffMethod
� AllSPECVITA/TCEQualitySiteRequirements� Matchresourcestodemand� Opportunityformeaningfuldiscussionswithclients� Remote taxpreparationorQualityReview
◦ Securechannels viafax,dropbox,etc.� IntakeSites
◦ Forms14446/13614-C◦ Certified Intakepersonstronglyrecommended asbestpractice
Questions?????
• 603-628-7531• [email protected]• InternalRevenueService/SPEC1000ElmStreetSuite900ManchesterNH03101
Thankyouallagain!!
TCS- Lance
LancePrattTechnologySpecialist
(TCS)(Lookingforareplacement)
EquipmentRepair1. Determineifunderwarrantyornot
448-04203. Allcomputersandprintersreplaceby
GraceWorkz mustbereturnedtoGraceWorkz.
Re-Imaging &Security
• Shouldbedoneagainthisyear.WaitingforOctrelease.• Updatesshouldbeautomatic.• MicrosoftSecurityEssentials• WindowsDefender
• KrebsonSecurityBlog:krebsonsecurity.com• Excellentsourceofinformationonsoftwarevulnerabilitiesandupdates
Itemstobeawareof• ConsumableswillstillbeorderedbyHarveyEpstein,againthisyear.• PreferredoperatingsystemisWindows7.• Chromeworks.• Oneline InventoryBetaTesting• 6110’sthatNat’lhasoninventorywillbereplace(notanythattheyhavelistedashavingbeenreplaced)• NewsitecomputerneedscontactJanNedelka
TRS- Deb
SaintVicki
