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READ ME FIRST.pdf

Changes 2017 to 2018 Chart (Thanks Jim McKinney)

Tax Tools

Helpful Calculators

• KYNECT (KY Healthcare Marketplace SLCSP & LCBP)
• ACA Affordability Calculator
• Annuity Pension Calculator
• Business Activity Codes
• Dependent Qualification Calculator
• Education Calculator
• Refund Calculator
• 2018 Estimated Tax Worksheet

Scope Documents (TY-2018)

• TY2018 Tax-Aide Scope Summary Rel 2
• TY2018 Tax-Aide Scope Full Manual Rel 2

Pub 4012 (TY-2018)

• How to Use NTTC Modified Pub 4012
• Pub 4012 NTTC Modified PDF Rel 2 (17mb Zip File)
•   Do not download above repeatedly; Save Locally
•   This should already be on all Site Laptops

Pubs & Instructions (TY-2018)

• Pub 17 (5MB)
• Instructions 1040 (3MB)

NTTC Workbook (TY-2018)

• NTTC Workbook - TY 2018 (18mb file)
•    Do not download above repeatedly; Save Locally

Tax-Aide Intake Booklet and Information (TY-2018)

• Intake Booklet
• Intake Booklet Taxpayer Information Sheet

Health Savings Account (HSA) Training (TY-2018)

• Pub 4942 HSA Course & Test for 2

IRS Training Publications & Test Forms (TY-2018)

• Pub 4491 Training Guide
• Pub 6744 Volunteer Assistor’s Test/Retest
• Pub 4961 Volunteer Standards of Conduct/Ethics
• From 13614-C Intake/Interview & Quality Sheet

Kentucky Documents (TY-2018)

• KY 740 Tax Form Packet 2018
• KY Schedule P Hints 2018 final.pdf
• KY Schedule P 2018 Final.pptx
• KY Schedule P 2018 Calculator.xlsx

Useful Links (TY-2018)

• TaxSlayer Practice Lab
• Creating & Viewing 2017 Returns also Available. KY State Returns now in 2018.
• AARP Volunteer Portal
• IRS Link N Learn (Lessons & Tests)
• Helpful Website List

Updated Documents and Tools (TY-2018)

• Qualifying Child or Relative Trifold - Complete
• Qualifying Child or Relative Trifold - Changes Only

TY-2018 Training Slides - Release 2

New Slides at Bottom of List

PDF 01 Introduction to Tax Law

PDF 02 Introduction to TaxSlayer

PDF 03 Course Introduction

PDF 04 Identity Theft

PDF 05 Screening and Interviewing

PDF 06 Quality Review

PDF 07 Filing Basics

PDF 08 Filing Status

PDF 09 Dependants

PDF 10 Unique Filing Status

PDF 11 Income Wages

PDF 12 Income Interest-Dividends

PDF 13 Income State Tax Refund

PDF 14 Income Alimony

PDF 15 Income Business

PDF 16 Income Capital Gains & Losses

PDF 17 Sale of Real Estate

PDF 18 Income Retirement

PDF 19 Income Rent & Royalty

PDF 20 Income Schedule K-1

PDF 21 Income Unemployment Compensation

PDF 22 Income Social Security

PDF 23 Income Other

PDF 24 Income Other - Medicare Waiver

PDF 25 Income Form 1099-MISC

PDF 26 Adjustments to Income

PDF 27 Standard & QBI Deduction

PDF 28 Itemized Deductions

PDF 29 Child and Dependent Care Credit

PDF 30 Education Benefits

PDF 31 Foreign Tax Credit

PDF 32 Child Tax & Other Dependant Credit

PDF 33 Miscellaneous Credits

PDF 34 Kiddie Tax & Other Taxes

PDF 35 Payments

PDF 36 Earned Income Credit

PDF 37 Finishing the Return

PDF 38 Affordable Care Act

PDF 39 Final Steps

PDF 40 Amended and Prior Year Returns

PDF 41 IRS Issued Identification Numbers

PDF 42 Tax Law Changes (READ)

PDF 43 Qualifying Child Charts

PDF 44 Health Savings Accounts

PDF Self-Employed Health Insurance Deduction (READ)

PDF Qualified Business Income (QBI) Deduction (READ)

PDF For-Hire Drivers v2 (READ)