Preparer Update 03-08-2017

www.TaxPrep4Free.org site updates:

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Preparer page

• NJ Special Handling
  • See last page for updated topics
• NJ Checklist
  • Adjustments corresponding to NJ Special Handling
• NJ Resident with NY Income
  • Additional Scope Restrictions
  • Override automatic NJ Sch A entries
  • Addition sanity checks

Feel free to forward this on to anyone else who might be interested…

TSO Quirks page: http://taxprep4free.org/TaxSlayer/Quirks.html

Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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Preparer Update 03-02-2017

www.TaxPrep4Free.org site updates:

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Preparer page

• NJ Special Handling
  • See last page for updated topics
• NJ Checklist
  • Add line for NJ Capital Gains adjustments

Feel free to forward this on to anyone else who might be interested…

TSO Quirks page: http://taxprep4free.org/TaxSlayer/Quirks.html

Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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Preparer Update 02-25-2017

www.TaxPrep4Free.org site updates:

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Preparer page

• NJ Special Handling
  • See last page for updated topics
• NJ Checklist
  • Add line for Medicaid Waiver Payment on W-2
• PTR Income Worksheet Sources
  • Updated due to TSO bugs in NJ-1040 Line 15b calculations
  • Note: Waiting to update PTR Categories Tool until TSO bugs are fixed
• TSO Quirks page <<– New!
  • Check this page frequently to see TSO Bugs, Tips, Workarounds, etc…
  • Notice filtering criteria above list
  • Please let me know if you have Additions / Corrections / Suggestions

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Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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Coordinator Update 01-02-3017

www.TaxPrep4Free.org site updates:

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Tax Law – NTTC Slides page

• Updated to Rel 2 (dtd 12-22-2016)

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Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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Preparer Update 01-02-2017

www.TaxPrep4Free.org site updates:

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Preparer page

• IRS Links section – 1040 Instructions; Pub 17
• ACA Links section – Pub 974
• Tax-Aide Links section – Pub 4012 with NTTC Changes (includes 4491-X changes)

Feel free to forward this on to anyone else who might be interested…

Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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Preparer Update 12-17-2016

www.TaxPrep4Free.org site updates:

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Preparer page

• First draft of NJ Special Handling (for TaxSlayer TY2015PL)
• Minor revision the NJ Checklist (for TaxSlayer TY2015PL)

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Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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Prep

Coordinator Update 12-13-2016

www.TaxPrep4Free.org site updates:

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New Jersey Slide Decks

• Version 1.0 now available
• Many thanks to Gale from Somerset

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Proficiency Part 1

• Ready to use
• Only two problems this year

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Feel free to forward this on to anyone else who might be interested…

Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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Coordinator UPDATE 11-25-2016

www.TaxPrep4Free.org site updates:

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Kent page

• Significant fix to the Kent Problem (starting at Step 33)
• Important Note about TSO Medical deductions input bug
• Important Note about Kent Refund Monitor issues
• Addition of What-If add-on to Kent Problem

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Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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Coordinator Update 11-18-2016

www.TaxPrep4Free.org site updates:

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Training / Kent page

• Kent Problem now available

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Feel free to forward this on to anyone else who might be interested…

Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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Various Updates 10-29-2016

www.TaxPrep4Free.org site updates:

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Training / Tax Law page

• Tax Law page added (NJ Slide Decks, NTTC Slide Decks, NTTX Workbook, IRS Pub 4491, IRS Link & Learn).

Training / All Volunteers page

• All Volunteers page added (Tax-Aide Policies and Procedures Training, VITQA Volunteer Standards of Conduct – Ethics Training).

Preparer page

• Tax-Aide Scope Manual TY2016 added.

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Updated Resources page: http://taxprep4free.org/WhatsNew.html

Subscribe page: http://www.taxprep4free.org/Subscribe.html

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