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

 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 and the EITC.  Does not mention adjusting for child tax credit or dependent day care credit.  There is also a blog entry regarding the ability to enter a 2017 date of death with a caution that if the death has not been reported to Social Security and IRS it will cause a reject.

Suggest that everyone check the TaxSlayer blog site each morning as they are making changes and right now the only way to know of the changes is to check the blog.

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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.

  1.       Set 1 – Standard Print Set
  2.       Type name into Print Set Name box
  3.       Select + Set Range box

                                                      iii.      Enter 1 in Print Count box (third box down) and click                                                                    Submit

  1.       Enter 0 in boxes 1 through 8 to remove Fee Forms
  2.       Click 0 in boxes to remove all worksheets, and other non-essentials
  3.       Line 12, 21, 77, 114, 159-161, 163-165, 169-174, 178-181, 195, 197-203, 209, 210
  4.       Click 2 in these boxes to print 2 copies: 37, 73, 74
  5.       Originally, we did  Filter by State drop down and selected New York
  6.      However, there appears to be no forms we need to exclude)

                                                     vii.      Click “Save” to finish and Click “Add” to continue to                                                                       the next print set

Rocky Porzio

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NYS Pension Calculator

George Cox made up an excel worksheet that you can plug in public and private pensions and it will add them up for you. This could be a handy tool to keep on your desktop and even print it out for the TP to keep in his/her folder.

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nystateofhealth 2016 Monthly Premiums by County

2016 Monthly Premium Amount of Lowest Cost Bronze Plan, By Coverage Family Type  

2016 Monthly Premiums for Second Lowest Cost Silver Plans (SLCSPs),
By Coverage Family Type 

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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. 

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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 ERO portion of an LC’s responsibilities

Go to the AARP Volunteer Portal to access the presentation: OSHC>>Technology>>Training

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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 edition as indicated by the date in the bottom left corner)

Go to the Volunteer Portal:  OSHC >> Tax Software >> TaxSlayer Online for Latest Version

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New Quick Guide Available for TaxSlayer

Where to enter information in TaxSlayer.

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Quality Review Training PDF

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