CO1 Instructors Workshop Welcome1教师研讨会欢迎.ppt

TAX-AIDE TAX-AIDE NTTC – PowerPoint Guidelines TAX-AIDE NTTC – PowerPoint Guidelines TAX-AIDE NTTC – PowerPoint Guidelines  13. Introduction to Immersion Demo Matt Grogan Immersion Demos Uses TWO2015/training, backup is Practice Lab Based on Series II Lesson Plan 21 Rel 2 (ACA Part 2), Parts IV and VIII, Workbook Kerry problem, pg 108 Lesson 21 preceded by perhaps 20 introductory lessons Uses templates 3 5 defined in Series II Trng Template Directions, generated from scratch NTTC – PowerPoint Guidelines * Part IV Demo Objectives: show importance of interview process, how to use new ACA Worksheet for simple Template 3: Kevin Kerry Mary Bragg + 3 dependents TP Kevin 72yo, living spouse Mary 62yo 4yo granddaughter Terri, 22yo full time student daughter Yvonne, 64yo disabled sister Penny) One W2 with Box 1 income ($32,283) and box 10 dependent care benefits ($300), Box 12b (DD $4252) Lesson 21 preceded by perhaps 20 introductory lessons Uses templates 3 5 defined in Series II Trng Template Directions NTTC – PowerPoint Guidelines * Part IV Demo (contd) Dependents have no income, no returns required Dependency codes would have been already been determined and entered in Template 3, but new TWO2015 S/W problem required those codes be entered as part of the return (3,1,3). NTTC – PowerPoint Guidelines * Part VIII 1 -5 Demo Objectives: Introduce Marketplace coverage and 1095-A Determine exemptions Complete ACA Worksheet for family members Complete Forms 8962 and 8965 Template 5: same as template 3, two 1099Rs added for Kevin to increase income NTTC – PowerPoint Guidelines * Demo Items to Watch for: Student involvement efforts Use of resource materials (4012, etc) Use of TWO showing how to enter important items Wingman activity Interweaving of Topics NTTC – PowerPoint Guidelines * Not Included: Students using TWO Assignment of students to templates Mentoring of students NTTC – PowerPoint Guideline