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
• Initial Shipment mid-late November
• Pub 4480 – Training Products
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4012 (White tabs only)
4491-W (Problems)
6744 (Test)
Pub 5051 (CD)
• On IRS Website by 4 Oct
IRS Materials – 2
• Pub 5051 (CD)
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4012
4491
4491-W (Problems)
6744 (Test)
4942 (CoD / HSA)
4961 (Stds of Conduct)
13614C (Interview/Intake)
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
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
Mass Resources – 1
• Mass Manual
− Sections I and II Combined
• District Flash Drive
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TWO: General / Training
Tools / Resources
IRS Publications
Training: Slides, Schedules
Mass Resources – 2
• Instructor CD
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2012 Problems / Answers from 4491-W
Mass Adjustments for 4491-W
Possible Schedules
Sample Slides
TWO Instructions
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
District Training
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5 Day / 3 Day / 2 Day / 1 Day
Combination of Printed and e-Material
Use TWO Training 2012
Mentors and Out-of-Class Work
Intake Sheet – Page 1
• Pink
• Page 1 Revised
− Identity Theft
− Dependent Information
NTTC - 2013 TRAINING
12
Intake Sheet – Page 2
• Page 2
− Certification Levels may be Confusing
− Review All “Unsure” Responses
13614-C, Page 2 – Certification Levels
NTTC - 2013 TRAINING
14
Intake Sheet – Page 3
QR Items
• Do Each Item Only Once
− ID Confirmation – by Client Facilitator
− Volunteer Certification – Start of Season
− SIDN – Initial Template Check