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.
Summary: Multi-Factor Authentication (MFA) is an increasingly used security measure that will be implemented for TaxSlayer Online (TSO) user logins. The MFA challenge will be the last step when a user signs in to TSO under certain conditions. The necessary code is provided to the user via a text message or an email message.
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
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.
Volunteers are not paid preparers and are not required to complete Form 8867. Instead, volunteers solicit information as part of the normal intake and Interview process. However, TaxSlayer requires answers to due diligence questions to include EITC, CTC and AOTC in the return. Those answers are now included in the updated 4012 on OSHC >>Tax Training >> Tools
To download the answers click on the following link
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
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
Where to enter information in TaxSlayer.