1 / 15

TRS Presentation 2013-14

TRS Presentation 2013-14. 23 September 2013 Peter H. Viles Mass TRS aarp25@verizon.net. Certification. Basic / Advanced All AARP Counselors at Advanced Level. Instructors Certify with PHV Instructors then Certify all within District. Use Link n Learn whenever possible. IRS Materials.

biana
Download Presentation

TRS Presentation 2013-14

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. TRS Presentation 2013-14 23 September 2013 Peter H. Viles Mass TRS aarp25@verizon.net

  2. Certification • Basic / Advanced • All AARP Counselors at Advanced Level • Instructors Certify with PHV • Instructors then Certify all within District • Use Link n Learn whenever possible

  3. IRS Materials • Initial Shipment mid-late November • Pub 4480 – Training Products • 4012 (White tabs only) • 4491-W (Problems) • 6744 (Test) • Pub 5051 (CD) • On IRS Website by 4 Oct

  4. IRS Materials – 2 • Pub 5051 (CD) • 4012 • 4491 • 4491-W (Problems) • 6744 (Test) • 4942 (CoD / HSA) • 4961 (Stds of Conduct) • 13614C (Interview/Intake)

  5. IRS Materials – 3 • 4491 and 4491-W are “Evergreen" • Retain for subsequent years • 4491-X for Updates • Probably in e-form only • Unofficial Answers to 4491-W from AARP NTTC - ? Jan

  6. What’s New • Schedule C with up to $10,000 Expenses • Wash Sales from Brokerage Statement • 1099-R for SEP / SIMPLE Same-Sex Marriage • If Legal in State, then Legal Federally • Amend for 3 Years • ? How in TaxWise • Cannot Refuse Service

  7. Mass Resources – 1 • Mass Manual • Sections I and II Combined • District Flash Drive • TWO: General / Training • Tools / Resources • IRS Publications • Training: Slides, Schedules

  8. Mass Resources – 2 • Instructor CD • 2012 Problems / Answers from 4491-W • Mass Adjustments for 4491-W • Possible Schedules • Sample Slides • TWO Instructions

  9. Instructor / ERO (TWO) Courses • 7 Oct for Dist 2, 6, 17, 18 • Plymouth Pub Lib 9:30 – 1:00 • Pending for Dist 4, 9, 20 • Dist 3, 10, 16 • Dist 5, 7, 25

  10. District Training • 5 Day / 3 Day / 2 Day / 1 Day • Combination of Printed and e-Material • Use TWO Training 2012 • Mentors and Out-of-Class Work

  11. Intake Sheet – Page 1 • Pink • Page 1 Revised • Identity Theft • Dependent Information

  12. NTTC - 2013 TRAINING

  13. Intake Sheet – Page 2 • Page 2 • Certification Levels may be Confusing • Review All “Unsure” Responses

  14. 13614-C, Page 2 – Certification Levels NTTC - 2013 TRAINING

  15. Intake Sheet – Page 3QR Items • Do Each Item Only Once • ID Confirmation – by Client Facilitator • Volunteer Certification – Start of Season • SIDN – Initial Template Check

More Related