Author Archives: admin

ACA: What Tax Preparers Need to Know

Health Reform: Beyond the Basics Center on Budget and Policy Priorities Refresher: Affordability Exemption An informal recorded presentation walking through how to calculate the affordability exemption using TaxSlayer and some of our new tools. (This was not a live presentation.) … Continue reading

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Tips to Avoid Unnecessary APTC Repayment

TaxSlayer recently introduced new questions on the premium tax credit. If you’re not careful, you may accidentally charge your client an APTC repayment they do not owe! Check out the Quick Guide on Health Reform: Beyond the Basics

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Medicaid Waiver Income – TaxSlayer Blog Entry – Feb 12

Heads up, there is a new TaxSlayer blog entry posted this morning regarding a check box added to the W-2 for Medicaid waiver payments.  Have not tested it out yet but it claims to take care of the Medicaid waiver … Continue reading

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Creating Site Specific Print Set

Here’s the directions Broome County EROs used to minimize print pages. It updated to include the current set of forms.       Set 1 – Standard Print Set       Type name into Print Set Name box       Select + … Continue reading

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nystateofhealth 2016 Monthly Premiums by County

2016 Monthly Premium Amount of Lowest Cost Bronze Plan, By Coverage Family Type  2016 Lowest Cost Bronze Plan table 2016 Monthly Premiums for Second Lowest Cost Silver Plans (SLCSPs), By Coverage Family Type 2016 SLCSP chart

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New York State IT 201 Subtractions from Income

Attached is a Summary Sheet that is a useful reference for the volunteers in preparing NYS returns. Thanks to John Murphy and his Instructor Team for putting this together. To download click on the following link. ADDITION TO TP 301 – … Continue reading

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ERO/Transmitter Training Using TaxSayer

Summary: The LC has the overall responsibility for a Site’s Operation, and the ERO, by IRS definition, has the responsibility for E-Filing tax returns. At many AARP Foundation Tax-Aide sites the LC is also the ERO and this presentation only shows the … Continue reading

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Setup Guide For TaxSlayer Pro Online (TSO) – TY16 – 12/27/16 Download:

The NTC Setup Guide is a step-by-step outline for configuring TSO.  This is a “living” document in the Tax Software section of the One Support Help Center, which will be updated as needed – be sure you use the latest … Continue reading

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New Quick Guide Available for TaxSlayer

Where to enter information in TaxSlayer. quickguide-for-taxslayer-us-2016-12-17

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Getting the word out!

AARP program can help make taxes less taxing http://www.poughkeepsiejournal.com/story/life/2016/11/17/volunteers-taxes-seniors-aarp/94041324/

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