TWO Immersion
Ed Hogarty
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TWO Immersion Initiative
● New in TY14
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Peter Freiermuth – Chair of NTTC
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Building on an Excellent NY3 Foundation
400 “TaxAide Years” of Adult Teaching
Experience
 With Proven Results
“We must challenge ourselves to do better”
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TWO Immersion Training – 2015
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Learners use whatever method fits the concept and content!
Watch and Shadow
is better than just
demonstrating!
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TWO Immersion Training – 2015
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The Principles of TWO Immersion
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Active Involvement of Students
Appropriate use of PowerPoint
Nominal reliance on lecture (more
discussion)
Optimal use of Resource Material
Effective use of mentors
Focus on “Hands on” – TWO
Adult Learning Principles
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TWO Immersion Training – 2015
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Learning Principles – Adults:
● Are actively involved in the learning process
● Must be able to relate information
● Will maintain interest if task is challenging
● Learn best when they have immediate feedback
● Will remember something if it
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is important to them
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is presented in a memorable way
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is repeated, repeated, repeated.
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TWO Immersion Training – 2015
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Demo
● The video had to be deleted because
the size of the upload file exceeded the
requirements for the NY3 website.
● You can find the video along with other
examples of TWO Immersion on
OneSupport. Go to TWO Immersion
Webinars and look for the August 6-7
version
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NTTC TWO Immersion August 21, 2015
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TWO Immersion:
Resources
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TWO Immersion Training – 2015
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TWO Immersion: Tools
● Lesson Plans: Series I and Series II
● NTTC slide sets
● Training Templates
● Pubs 4012 , 4491 and TP-300
● NTTC Practice Exercises Workbook
● Link & Learn
● CCH Video on ACA using TWO
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TWO Immersion Training – 2015
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TWO Immersion: Lesson Plans
● Series I – Flexible examples
 Covers all basic parts of a tax return
 Excel
Spreadsheets detail needed resources,
Wing Support, NTTC slides, and suggested
activities to enhance learning
● Series II
 Somewhat more detailed training plan
 Word
document with similar detail,
reference to specific NTTC TRNG templates
● Both Series can be found on OneSupport
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TWO Immersion Training – 2015
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TWO Immersion Training
Series I and Series II will each have 6 TRNG
Templates this year.
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TWO Immersion Training – 2015
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Series I
● Twenty-one Lesson Plans
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Exemplifies Principals of TWO Immersion
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Serve as an “example”
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Should be modified by instructor
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Targets Fundamentals of Tax Law and
use of TWO
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Gives description of Training Template(s)
to use in each lesson
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TWO Immersion Webinar October 2015
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Series II
● 23 Lesson Plans
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Covers All In Scope Items
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Six Day Schedule
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Returning Counselor Schedule
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Preparation Guide
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Lesson Notes
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Templates & Directions
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TWO Immersion Webinar October 2015
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NTTC PowerPoint
Files Update – 2015
Mike Winter
NTTC
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NTTC – Oct 2015 Webinar
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NTTC Slide Deck -Tax Year 2015
● Changes
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Difficulty of Care now part of Other
Income – Lesson 23
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Quality Review – now lesson 6
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ACA renumbered as lesson 36
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Education lesson significantly expanded
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ACA lesson expanded and revised
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NTTC – Oct 2015 Webinar
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NTTC Slide Deck -Tax Year 2015
● Content
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Updated
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2015 IRS Forms when available
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TaxWise Online screen shots (2014)
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Instructor notes
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Process Based Training structure
● Format/Layout
● Structure
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NTTC – Oct 2015 Webinar
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NTTC Slide Deck -Tax Year 2015
Structure
Definitions
Intake/Interview
TaxWise
Quality Review
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NTTC – Oct 2015 Webinar
Tax Law
Summary with Taxpayer
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NTTC Slide Deck -Tax Year 2015
● Premises…
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Support consistent instruction
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Local DC/LC/Instructor teams must
determine needs of their taxpayers and
volunteers
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Easier for Instructors to hide or delete
slides than create new ones
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NTTC – Oct 2015 Webinar
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NTTC Slide Deck -Tax Year 2015
● Core

Tax law and TaxWise information “every”
volunteer must know to pass Advanced
test and service “typical” Tax-Aide
taxpayer
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Judgment call as taxpayers and
volunteers are not the same across every
site
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NTTC – Oct 2015 Webinar
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NTTC Slide Deck -Tax Year 2015
● Comprehensive
 All other in-scope tax law and associated
TaxWise information
 Instructors will review and select those
bits and pieces to add to the Core
material to meet their situation
 Topics for returning volunteers as they
move from Apprentice to Intermediate to
Master levels
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NTTC – Oct 2015 Webinar
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Example: SSA-1099 Core ?
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NTTC – Oct 2015 Webinar
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Example: 1099-SSA Comprehensive
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NTTC – Oct 2015 Webinar
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NTTC Slide Deck -Tax Year 2015
● Challenges

Ensure “core” Volunteer (or QR person)
recognizes situations that require
comprehensive knowledge
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Problems that support divisions
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NTTC – Oct 2015 Webinar
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Slide Identifiers
● Comprehensive slides
● Entire lesson comprehensive
Entire
Lesson
● Extenders – hide slide
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NTTC – Oct 2015 Webinar
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NTTC Slide Deck -Tax Year 2015
● Education Lesson Expanded/Revised
 Lesson 28 – Education Benefits – Includes:
 Scholarships
and Grants
 American Opportunity Credit
 Lifetime Learning Credit
 Tuition and Fees Adjustment
 Education Savings Account
 Business Deduction for Work – Related
Education expenses.
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NTTC – Oct 2015 Webinar
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NTTC Slide Deck -Tax Year 2015
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Education Lesson Expanded/Revised (cont,)
 Education
Savings Accounts and Qualified
Tuition Programs
 Employer Provided Education Assistance
 No double dipping
 Interaction between benefits and other
taxes (Clyde example)
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NTTC – Oct 2015 Webinar
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Training Templates
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2014 Templates (Placeholder)
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TWO Immersion Training – 2015
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IRS Pubs Schedule
Note: 4012 still under IRS Review. Addendum at later date
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TWO Immersion Resources – August 6 and 7, 2015
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NTTC Problems and
Exercises
Sue Alza, for Bobbie Seabolt
NTTC Members
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New NTTC Workbook
● 15 Practice problems!
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8 problems from 2014 – updated
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7 new problems
2 comprehensive problems
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Kerry is intended for use in Immersion
Series II
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TWO Immersion Training – 2015
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New NTTC Workbook
● Quizzes
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Scope, who must file, wages, interest …
all the way to EIC
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Total of 82 questions
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TWO Immersion Training – 2015
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New NTTC Workbook
● Exercises
● Filing status – exemptions
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Total of 26 scenarios
● ACA
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~ 30 scenarios
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TWO Immersion Training – 2015
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NTTC Workbook
● Answers will be provided through TRSs
● TRS can decide how to distribute to
Instructors
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All
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TRCs / Lead Instructors only
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TWO Immersion Training – 2015
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NTTC Workbook
● Answers using TWO 2014 to start
● Answers using TWO 2015
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Early December after TW 2015 comes on
line
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Final early January (?) after extenders
decided
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Link & Learn
● http://irs.gov/app/vita/
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Link & Learn
● Can be a part of TWO Immersion
Training
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Assigned based up the upcoming lesson
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Use as self-study for topic background
prior to the lesson
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TWO Immersion Training – 2015
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CCH Videos – Brainshark
Presentations
● Brainshark Presentations – Administrative
● https://www.cchsfs.com/taxwise_education_library/

ACA
 Not
a substitute for TWO Immersion
lesson on ACA
 Reference for TRS, TRC Instructors
 Review for Counselors
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TWO Immersion Training – 2015
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Additional Resources
● TWO Immersion Training – 2015
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Forms Generator
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http://tools.cotaxaide.org/
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NTTC TWO Immersion August 21, 2015
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TRS TWO IMMERSION
Yahoo Group
● https://groups.yahoo.com/neo/groups/
TWOImmersion/
● Please join. Share your training plans,
comments, questions.
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• TWO Immersion Training – 2015
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NY3 Tax Training Committee
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NY3 Instructor Workshop – November 2015
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Access to OneSupport Help Center
(OSHC)
● OSHC Direct Access
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URL:
https://aarpfoundationtaxaide.zendesk.
com/access/normal
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Login Email: taxaideenduser@gmail.com
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Password: taxaideenduser1
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NTTC – Oct 2015 Webinar
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TWO Immersion: A Guide for Training
Coordinators and Instructors
● Expanded Version
● A copy of this document was sent by
email to the TRCs prior to this meeting
● It is also posted on the nytaxaide.org
website under the Training tab.
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