|
Basic Tax Law and Tax-Aide Resources |
Description |
Audience /minutes |
Link |
Version Date |
|
Intro to Federal Tax Law |
An entry level discussion of Federal Law taxation |
New Volunteers 8 |
|
8/21/2020 |
|
Jeff Bogart's Toolbox |
A walkthrough of the tax preparation tools made available by Jeff Bogart, a tax volunteer from Colorado |
All 12 |
|
9/9/2020 |
|
Scope Manual |
Importance of Scope and how to search using Scope Manual |
All 6 |
|
9/21/2020 |
|
Pub 4012 |
Using NTTC Modified 4012 which is the electronic version of Volunteer Resource Guide |
All 16 |
|
11/9/2020 |
|
|
|
|
|
|
|
Advanced Tax Law Required for Advanced Test |
Description |
Audience /minutes |
Link |
Version Date |
|
MWP paid on W2 |
Medicaid Waiver Payments paid on Form W2 |
Experienced Volunteers 17 |
|
9/25/2020 |
|
HSA Full Year |
Health Savings Account Contributions: Full Year |
All 13 |
|
9/15/2020 |
|
HSA Distributions |
Health Savings Account Distributions |
All 15 |
|
9/15/2020 |
|
Tax Law: Advanced Topics |
Description |
Audience /minutes |
Link |
Version Date |
|
Bogart Education Calculator |
How to Use the Bogart Calculator to Determine and Optimize Education Credits |
Experienced Volunteers 16 |
|
8/31/2020 |
|
Qualified Charitable Distributions - IRAs |
IRA changes for TY2020 including QCD |
Experienced Volunteers 10 |
|
8/21/2020 |
|
HSA Part Year |
Health Savings Account Contributions: Part Year; Comprehensive topic |
Experienced Volunteers 15 |
|
9/15/2020 |
|
HSA Married |
Health Savings Account Contributions: Married; Comprehensive topic |
Experienced Volunteers 15 |
|
9/15/2020 |
|
State Tax refund |
When is State Refund Taxable? |
Experienced Volunteers 15 |
|
9/21/2020 |
|
Railroad Retirement Benefits |
Railroad Retirement Pension, green and blue forms |
Experienced Volunteers 10 |
|
10/6/2020 |
|
Amended Returns Part 1 |
Amendments for tax returns that were done at your site |
Experienced Volunteers 20 |
|
10/30/2020 |
|
New Tax Law |
Description |
Audience /minutes |
Link |
Version Date |
|
New Tax Law Forms |
Presentation of new IRS forms |
All 2 |
|
8/21/2020 |
|
Tax Law Changes - EIP (Economic Impact Payments) |
Presentation regarding EIP and tax return preparation |
All 4 |
|
9/21/2020 |
|
Tax Law Changes - Schedule C |
Presentation regarding Self-Employment (Schedule C) changes for TY2020 |
All 4 |
|
8/21/2020 |
|
Tax Law Changes: Deductions (& Adjustments) |
Presentation of changes to income deductions and adjustments for TY2020 |
All 3 |
|
8/21/2020 |
|
Tax Law Changes - IRAs |
Presentation of IRA changes for TY 2020 |
All 10 |
|
8/21/2020 |
|
Tax Law Changes - Education Benefits |
Presentation of Education Benefits changes for TY 2020 |
All 3 |
|
9/4/2020 |
|
IRS draft Tax Forms |
Link to latest tax forms from IRS |
Instructors -- |
|
N/A |
|
Tax Slayer Online (TSO) |
NTTC Workbook Evans Bryant Data Entry |
Audience /minutes |
Link |
Version Date |
Evans Bryant is a Training Exercise intended for classroom use. Therefore, the Workbook is missing some information that would be part of the Interview. These additional interview notes are included in the videos. |
|
|||
|
|
Intake and Interview |
All/ 20 |
|
9/8/2020 |
|
|
Demographics and Consents |
All/ 6 |
9/27/2020 |
|
|
|
Basic Info |
All/ 10 |
9/20/2020 |
|
|
|
Wages |
All/ 8 |
9/7/2020 |
|
|
|
Interest and Dividends |
All/ 4 |
9/4/2020 |
|
|
|
Pensions and Social Security |
All/ 13 |
9/13/2020 |
|
|
|
IRAs |
All/ 5 |
9/18/2020 |
|
|
|
Schedule A |
All |
waiting for 2020 TSO Practice Lab |
|
|
|
Schedule C |
All |
waiting for 2020 TSO Practice Lab |
|
|
|
Schedule E |
All/ 5 |
9/28/2020 |
|
|
|
Education |
All/ 7 |
8/31/2020 |
|
|
|
Schedule D Brokerage Statements |
All/ 11 |
8/31/2020 |
|
|
|
Schedule D Carryforward and Inherited |
All/ 6 |
|
8/31/2020 |
|
|
Other Income |
All/ 7 |
9/4/2020 |
|
|
|
Adjustments |
All/ 5 |
9/4/2020 |
|
|
|
Childcare and Dependent Care Credits |
All/ 8 |
9/20/2020 |
|
|
|
Finishing the Return |
All/ 14 |
10/4/2020 |
|
|
Train the Trainer |
Description |
Audience /minutes |
Link |
Version Date |
|
Attitudes About Virtual Teaching |
Make the change from Classroom to Virtual Training |
Instructors 9 |
|
8/23/2020 |
|
Management and Setup |
Management and Setup |
Instructors 11 |
|
8/31/2020 |
|
Participation and Socializing |
Getting students to participate and socialize virtually |
Instructors 6 |
|
9/6/2020 |
|
Adult Learning Principles |
General Training Principles |
Instructors 9 |
|
8/23/2020 |
|
5 Step Model for Training Sessions |
How to structure a training session for effective learning |
Instructors 8 |
|
8/23/2020 |
|
TX Instructor Workshop |
Excellent example of how training will work virtually |
Instructors 33 |
10/18/2020 |
|
|
TX Instructor Workshop PPT slides |
PPT slides from TX workshop |
Instructors -- |
|
10/18/2020 |
|
Recording Instructional Videos |
Description |
Audience /minutes |
Link |
Version Date |
|
Reasons to Record |
Creating Instructional Videos |
Instructors 3 |
8/23/2020 |
|
|
Making a PowerPoint Slide Show with Audio |
Record a PowerPoint slide show with narration and slide timings |
Instructors 2 |
https://support.microsoft.com/en-us/office/record-a-slide-show- with-narration-and-slide-timings-0b9502c6-5f6c-40ae-b1e7- |
N/A |
|
Turn your PowerPoint presentation into a video |
Create a PowerPoint video from your PowerPoint |
Instructors 1 |
https://support.microsoft.com/en-us/office/turn-your- presentation-into-a-video-c140551f-cb37-4818-b5d4- |
N/A |
|
Screencast Video Recording Software |
Video Recording Software Link - Screencast |
Instructors 2 |
N/A |
|
|
Screencast Video Recording Software |
Video Recording Software Link - Screencast |
Instructors -- |
N/A |
|
|
Compress MP4 video files |
Software to convert and compress your MP4 video files |
Instructors -- |
N/A |
|
|
|
|
|
Videos and links that are N/A were found on the internet |
|
|
Google Meet |
Description |
Audience /minutes |
Link |
Version Date |
|
Webinar Etiquette & Tips |
Helpful Tips to Enhance Your Webinar |
All 3 |
|
8/3/2020 |
|
Google Meet Guide |
Comprehensive Guide to Google features with visuals |
All -- |
Portal: Tax-Aide Webinar Support/ Tax-Aide Google Meet |
9/4/2020 |
|
Creating Breakout Rooms |
How to create classroom, breakout rooms and use them for instruction |
Instructors 7 |
|
9/7/2020 |
|
Google Meet Instructions |
Quick Reference for Scheduling a Meeting |
Instructors -- |
Portal: Tax-Aide Webinar Support/ Tax-Aide Google Meet |
8/31/2020 |
|
Using Google Meet |
Step-by-Step Instructions on Hosting a Google Meet Webinar |
Instructors 7 |
|
7/13/2020 |
|
Polls and Quizzes |
Demo on using polls and quizzes with Google Forms |
Instructors 6 |
https://youtu.be/d5m65fWHvKU |
9/19/2020 |
|
Basics of Creating Google Forms |
Creating Google Forms: Part 1 of 3 |
Instructors 14 |
https://youtu.be/I2cVWpalV6A |
9/26/2020 |
|
Creating Google Forms Quizzes |
Creating Google Forms: Part 2 of 3 |
Instructors 11 |
https://youtu.be/ht4tFAeToMI |
9/26/2020 |
|
Enhancing Appearance of Google Forms |
Creating Google Forms: Part 3 of 3 |
Instructors 8 |
https://youtu.be/iEcs_AJ1Ku8 |
9/26/2020 |
|
Mute OnOff Video OnOff |
Explains Mute, Video and Closed Caption features |
All 4 |
https://youtu.be/d0Ev78Pkw5w |
9/23/2020 |
|
Google Forms for Orientations *** |
Using Google Forms to Schedule Orientation meetings and limit number of participants |
Instructors 8 |
|
10/17/2020 |
|
Google Forms How to Share a Form*** |
How to give another instructor a copy of a quiz/ form you created for their use |
Instructors 4 |
https://youtu.be/bIHIEvA-GBQ |
11/18/2020 |
*** just added |
||||
|
Additional Google Apps |
Description |
Audience /minutes |
Link |
Version Date |
|
Tab Resize |
How to display split screen |
All 7 |
https://youtu.be/hC_ZPuJcdSk |
9/9/2020 |
|
Google Classroom ** |
How to use Classroom as a structure for organizing your Training |
Instructors Students |
Portal: Training and Tax Law/ Training Resources/ Online Training/ Google Classroom |
10/17/2020 |
**updated
|
Web-Ex |
Description |
Audience /minutes |
Link |
Version Date |
|
Web-Ex Computer Audio Set-up |
If you are having difficulty with your Audio, how to setup PC WebEx VoIP Audio for your Windows PC |
Instructors -- |
|
N/A |
|
Web-Ex Computer Audio Set-up |
If you are having difficulty with your Audio, how to setup PC WebEx VoIP Audio for your MAC |
Instructors -- |
|
N/A |
|
Web-Ex One Person Seminar Set-up |
How to practice using Web-Ex; One Person Seminar Set-up |
Instructors -- |
|
N/A |
|
|
|
|
Videos and links that are N/A were found on the internet |
|
|
Tax Law: Core |
Description |
Audience /minutes |
Link |
Version Date |
|
Intro to Federal Tax Law |
An entry level discussion of Federal Law taxation |
New Volunteers 8 |
|
8/21/2020 |
|
Jeff Bogart's Toolbox |
A walkthrough of the tax preparation tools made available by Jeff Bogart, a tax volunteer from Colorado |
All 12 |
|
9/9/2020 |
|
Scope Manual |
Importance of Scope and how to search using Scope Manual |
All 6 |
https://youtu.be/L0rqWXUj3B0 |
9/21/2020 |
|
Pub 4012 *** |
Using NTTC Modified 4012 which is the electronic version of Volunteer Resource Guide |
All 16 |
|
11/9/2020 |
|
Certification Requirements *** |
Describes process and requirements for certification for tax counselors and other volunteers |
All |
In process |
|
*** just added |
||||
|
Tax Law: Comprehensive |
Description |
Audience /minutes |
Link |
Version Date |
|
Bogart Education Calculator |
How to Use the Bogart Calculator to Determine and Optimize Education Credits |
Experienced Volunteers 16 |
|
8/31/2020 |
|
Qualified Charitable Distributions - IRAs |
IRA changes for TY2020 including QCD |
Experienced Volunteers 10 |
|
8/21/2020 |
|
HSA Full Year |
Health Savings Account Contributions: Full Year; required for Test |
All 13 |
https://youtu.be/BntZXpaWnSU |
9/15/2020 |
|
HSA Part Year |
Health Savings Account Contributions: Part Year; Comprehensive topic |
Experienced Volunteers 15 |
https://youtu.be/QTwMtLGsoyI |
9/15/2020 |
|
HSA Married |
Health Savings Account Contributions: Married; Comprehensive topic |
Experienced Volunteers 15 |
https://youtu.be/rgcSBvdCcAs |
9/15/2020 |
|
HSA Distributions |
Health Savings Account Distributions; required for Test |
All 15 |
https://youtu.be/LZ2gJWMQ_PE |
9/15/2020 |
|
State Tax refund |
When is State Refund Taxable? |
Experienced Volunteers 15 |
|
9/21/2020 |
|
MWP paid on W2 |
Medicaid Waiver Payments paid on Form W2 |
Experienced Volunteers 17 |
https://youtu.be/me6X9YWpHqw |
9/25/2020 |
|
Railroad Retirement Benefits |
Railroad Retirement Pension, green and blue forms |
Experienced Volunteers 10 |
https://youtu.be/y57UFRvMvHw |
10/6/2020 |
|
Social Security Lump Sum |
|
Experienced Volunteers |
waiting for 2020 TSO Practice Lab |
|
|
Basis in IRA |
|
Experienced Volunteers |
waiting for 2020 TSO Practice Lab |
|
|
Amended Returns Part 1 *** |
Amendments for tax returns that were done at your site |
Experienced Volunteers 20 |
|
10/30/2020 |
*** just added |
||||
|
New Tax Law |
Description |
Audience /minutes |
Link |
Version Date |
|
New Tax Law Forms |
Presentation of new IRS forms |
All 2 |
|
8/21/2020 |
|
Tax Law Changes - EIP (Economic Impact Payments) |
Presentation regarding EIP and tax return preparation |
All 4 |
|
9/21/2020 |
|
Tax Law Changes - Schedule C |
Presentation regarding Self-Employment (Schedule C) changes for TY2020 |
All 4 |
|
8/21/2020 |
|
Tax Law Changes: Deductions (& Adjustments) |
Presentation of changes to income deductions and adjustments for TY2020 |
All 3 |
|
8/21/2020 |
|
Tax Law Changes - IRAs |
Presentation of IRA changes for TY 2020 |
All 10 |
|
8/21/2020 |
|
Tax Law Changes - Education Benefits |
Presentation of Education Benefits changes for TY 2020 |
All 3 |
|
9/4/2020 |
|
Knowledge Checks |
Quiz slides for New Tax Law videos |
All -- |
Portal: Training and Tax Law/ Training Resources/ Online Training |
9/4/2020 |
|
IRS draft Tax Forms |
Link to latest tax forms from IRS |
Instructors -- |
|
N/A |
|
Tax Slayer |
Evans Bryant Data Entry |
Audience /minutes |
Link |
Version Date |
|
|
Intake and Interview |
All/ 20 |
|
9/8/2020 |
|
|
Demographics and Consents |
All/ 6 |
https://youtu.be/AOEQGC6KYyI |
9/27/2020 |
|
|
Basic Info |
All/ 10 |
https://youtu.be/6PbURKJmLXk |
9/20/2020 |
|
|
Wages |
All/ 8 |
https://youtu.be/hRHzq-ojSLo |
9/7/2020 |
|
|
Interest and Dividends |
All/ 4 |
https://youtu.be/6VYpKAKH5YM |
9/4/2020 |
|
|
Pensions and Social Security |
All/ 13 |
https://youtu.be/xQZQw7Auh0E |
9/13/2020 |
|
|
IRAs |
All/ 5 |
https://youtu.be/zFSgGIE2_D8 |
9/18/2020 |
|
|
Schedule A |
All |
waiting for 2020 TSO Practice Lab |
|
|
|
Schedule C |
All |
waiting for 2020 TSO Practice Lab |
|
|
|
Schedule E |
All/ 5 |
https://youtu.be/UY-1GLeD92k |
9/28/2020 |
|
|
Education |
All/ 7 |
8/31/2020 |
|
|
|
Schedule D Brokerage Statements |
All/ 11 |
8/31/2020 |
|
|
|
Schedule D Carryforward and Inherited |
All/ 6 |
https://youtu.be/UG4wuTOgG0I |
8/31/2020 |
|
|
Other Income |
All/ 7 |
https://youtu.be/Q_eKnLxeeko |
9/4/2020 |
|
|
Adjustments |
All/ 5 |
https://youtu.be/u1EdvQlR9QY |
9/4/2020 |
|
|
Childcare and Dependent Care Credits |
All/ 8 |
9/20/2020 |
|
|
|
Finishing the Return |
All/ 14 |
10/4/2020 |