Preparing 2017 Federal/NYS Returns w/TaxSlayer

This Webinar is intended as a refresher course for returning volunteers. The following topics are included.  To start the webinar click Play recording  (1 hr 31 min 22 sec)

Webinar Topics Start Time
Carryforward 1 minute
Federal Return 7 minutes
Affordable Care Act 33 minutes
NYS/NYC Return 44 minutes
Practice Lab (Parsons Return) 62 minutes

To download the presentations used in the webinar click on the following:

           

This webinar and presentation material has been provided by Blossom Nicinski NY1

 

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QuickGuide for TaxSlayer

The QuickGuide is designed to be a “look-up” reference. When you have a question about a form or topic, you can look it up. It is alphabetical so you can find what you’re looking for. It includes information on Where to Enter in TaxSlayer, and “how to enter” under the Highlights and Notes. It also gives page references for more information in guide documents, pub 4012, pub 17, and other pubs.

Corrections and suggested improvements to the guide are both welcome and appreciated. Please send to the author Kenny Hayes kennyhayes@fibrant.com

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NYS TaxSlayer Training

For the 2017 IT-201 Tax Return   Provided by Blossom Nicinski – NY1

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Marketplace Coverage Affordability Worksheet

NYS  Input by County for LCBP and SLCSP by Coverage Family Type

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NYS – Tax Year 2017 driver license or state identification information

  • For married filing joint returns, information is now required for both the primary taxpayer and spouse. If a taxpayer has been issued a driver license or state identification card, they are required to provide that information to be entered into the software.
  • Taxpayers must provide the ID number, issuing state, issuing date, and expiration date for all licenses or identification cards. If the taxpayer license/ID is a New York State driver license or non-driver ID, the first three characters of the document number found on the license/ID must also be entered.
  • In the event that a taxpayer does not have a driver license or state-issued ID, you will be prompted by the software to indicate this. If the taxpayer does not have either a driver license or state-issued ID, or is deceased, marking the check box indicating that they have neither will fulfill the requirement.
  • We require the collection of certain driver license or state-issued ID information as an additional identity verification measure. Having this information collected each year, and not retained or transferred from the prior year, ensures that the information is current and continues to be a useful identity check.
  • If the taxpayer refuses to provide the information, the tax preparer should mark the check box indicating that the taxpayer has neither, and keep contemporaneous notes regarding the good faith effort to collect the client information, if we were to ask.

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NYS Department of Taxation & Finance

The NYS Volunteer Resource Center is now up and running for 2017 Tax material. Click on the following link to order the material

NYS Department of Taxation & Finance for Volunteers

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IRS Site Reviews

These are the templates that IRS SPEC will be using this tax season on their site reviews

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TaxSlayer Enhancement Reports as of 10/18/2017

The two attached spreadsheets contain the most current list of federal and state enhancements.  The federal and state spreadsheets include all enhancement requests submitted to TaxSlayer. In addition; the spreadsheets include the status of enhancements that are considered implemented in tax year 2016, adopted for tax year 2017, or closed.

Closed enhancements fall into several categories:

  • In Production– Has been added to the 2016 software
  • Production Ready– Will be added in the 2017 software
  • No Development Action Required Requested or similar feature already exists in the software
  • Not Implementing– Programming changes could impact other features and/or the operation of the software as intended
  • Future Implementation – TaxSlayer will review/evaluate for 2018 Software

There have been numerous updates to the enhancement listing since the last update was provided on September 22nd. Please review all sections relevant to you thoroughly.

    

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TaxSlayer – NYS Point of Contact

John Haim from NY2 is our Point of Contsct (POC) for identifying and submitting to TaxSlayer support the critical suggestions for changes to state returns that will also improve accuracy – calculation errors, clumsy workarounds,  steps that cause preprarer confusion , required steps easy to overlook, etc. that will benefit a significant number of our volunteers and the taxpayers we serve.

Please forward any NYS concerns, questions, or enhancement ideas for TaxSlayer directly to John Haim. His contact information is on the Volunteer Portal.

Following is the current list of TaxSlayer NYS enhancements being requested for the 2017 Tax Season. 

 Updated 6-6-24-2017

 

 

 

 

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End of Tax Season 2016

 Includes e-file calendar and TaxSlayer Clean Up Activities

 Includes instructions for Flat Rate and Itemized Reimbursement. For Flat Rate Mass Approval contact your Supervisor.

  Most commonly asked questions and answers,

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