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

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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

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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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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)

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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 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

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

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Preparer Updates 04-23-2016

www.TaxPrep4Free.org site updates:

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CyberTax Updates page

• CyberTax TY2015-07: End of Season Reminders: Data Security, Acknowledgements, Reimbursement

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Preparer Updates 04-02-2016

www.TaxPrep4Free.org site updates:

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ACA Preparer Resources page • (Preparer Links page)

• Two new items from CBPP (Center on Budget and Policy Priorities)
  • Affordability Exemption Primer – This tool explains who is eligible for the Code A and Code G exemptions based on a lack of affordable coverage and how to complete the tax worksheets.
  • Premium Tax Credits Tips and Tricks for Tax Preparers – This tool explains Form 1095-A and how it’s used to reconcile the premium tax credit on Form 8962. It also shares a few tips and tricks to help resolve complex premium tax credit questions.

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Preparer Updates 03-06-2016

www.TaxPrep4Free.org site updates:

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Preparer page • (Preparer Links page)

• Pub 4012 with 4491-X & NTTC changes (02-29-2016 version)
  • Date on Cover page not changed (tsk, tsk…)
  • Only known change from 02-18 version is T & J codes on p. D-21
• ACA Updates and Clarifications for TY2015 02-29-2016 with chart (Updated for TY2015)
• Added link to NJ-1040 Instructions (NJ DoT section)

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Preparer Updates 02-27-2016

www.TaxPrep4Free.org site updates:

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Preparer page • (Preparer Links page)

• NJ Special Handling (Several changes on page 8)
• PTR Income Worksheet Sources (Updated for TY2015)
• NJ PTR Categories Tool (Updated for TY2015)

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