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Based on Online Training and Videos.pdf (dated 11-15-2020)




Train the Trainer


Description

Audience

/minutes


Link

Version

Date

Attitudes About Virtual

Teaching

Make the change from Classroom to

Virtual Training

Instructors

9


https://fccdl.in/GSPYgqGHw3?st=10


8/23/2020


Management and Setup


Management and Setup

Instructors

11


https://youtu.be/WDCjbM4iWek


8/31/2020


Participation and Socializing

Getting students to participate and

socialize virtually

Instructors

6


https://youtu.be/a5Fgt2-f2Jo


9/6/2020


Adult Learning Principles


General Training Principles

Instructors

9


https://youtu.be/wBH_-0kkiKA


8/23/2020

5 Step Model for Training

Sessions

How to structure a training session for

effective learning

Instructors

8


https://youtu.be/Qucl9aNljEg


8/23/2020


TX Instructor Workshop

Excellent example of how training will

work virtually

Instructors

33

TX TRS Introduction to Training


10/18/2020

TX Instructor Workshop

PPT slides


PPT slides from TX workshop

Instructors

--


TX TRS Introduction to Training PPT


10/18/2020


Recording Instructional Videos


Description


Audience

/minutes


Link


Version Date

Reasons to Record

Creating Instructional Videos

Instructors

3

https://fccdl.in/x5AbqVgYy9?st=15


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-

e47d8741161c


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-

3e30815c3e83?ui=en-us&rs=en-us&ad=us


N/A

Screencast Video Recording Software

Video Recording Software Link - Screencast


Instructors 2

http://help.screencast-o-matic.com/channels/cD6qqL3yt


N/A

Screencast Video Recording

Software

Video Recording Software Link -

Screencast

Instructors

--

https://screencast-o-matic.com/screen-recorder


N/A

Compress MP4 video files

Software to convert and compress your

MP4 video files

Instructors

--

http://www.mp4compress.com


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


https://youtu.be/5Zl-PgcEArY


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


https://youtu.be/0MiA7sJ13B0


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


https://youtu.be/ADSDCsFzYFc


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


https://youtu.be/BL5BPO2xrdY


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

--


Download Reservationless-Plus VoIP softphone (.exe)


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

--


Download Reservationless-Plus VoIP softphone for MAC (.pkg)


N/A

Web-Ex One Person Seminar Set-up

How to practice using Web-Ex; One Person Seminar Set-up

Instructors

--


https://www.webex.com/test-meeting.html


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


Intro to Federal Tax Law


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


https://youtu.be/XGP5QtGG4Pk


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


https://youtu.be/z-F-2y2cplw


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


Education Vincent 1


8/31/2020


Qualified Charitable Distributions - IRAs

IRA changes for TY2020 including QCD

Experienced

Volunteers 10


New Tax Law IRAs


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


https://youtu.be/Kx3tMcrCssE


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


https://youtu.be/AMozsKu96_g


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


New Tax Law New Forms


8/21/2020

Tax Law Changes - EIP

(Economic Impact Payments)

Presentation regarding EIP and tax return preparation

All 4


https://youtu.be/YaG500z0yHQ


9/21/2020


Tax Law Changes - Schedule C


Presentation regarding Self-Employment (Schedule C) changes for TY2020

All 4


New Tax Law Schedule C


8/21/2020


Tax Law Changes: Deductions (& Adjustments)


Presentation of changes to income deductions and adjustments for TY2020

All 3


New Tax Law Deductions


8/21/2020


Tax Law Changes - IRAs


Presentation of IRA changes for TY 2020

All

10


New Tax Law IRAs


8/21/2020

Tax Law Changes -

Education Benefits

Presentation of Education Benefits

changes for TY 2020

All

3


New Tax Law Education


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

--


https://apps.irs.gov/app/picklist/list/draftTaxForms.html


N/A



Tax Slayer


Evans Bryant Data Entry

Audience

/minutes


Link

Version

Date



Intake and Interview


All/ 20


https://youtu.be/dXs99LlUddA


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

https://youtu.be/vJ-NNA8CjRg

8/31/2020


Schedule D Brokerage Statements

All/ 11

https://youtu.be/uf2MD2FSG6c

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

https://youtu.be/3gQgMqTDtGI

9/20/2020


Finishing the Return

All/ 14

https://youtu.be/TZYR7MOtLHg

10/4/2020