December 13, 2018: EKS Train-the-Trainer Livestream Info, Agenda, and Attachments

EKS Train-the-Trainer will be streamed live! For those who are not available to attend our EKS Train-the-Trainer in-person, we will be streaming the event live and recording the non-IRS portions of the conference. (Note that we cannot record IRS SPEC portions of the presentation because the IRS does not permit recordings of themselves.) Join from Read more about December 13, 2018: EKS Train-the-Trainer Livestream Info, Agenda, and Attachments[…]

November 2018: Attachments from IRS TaxSlayer Webinars #1 through #5

To access recordings for the IRS webinars, please refer to “How to Access the IRS Webinar Recordings” post.   Here’s what you missed at the webinars:   IRS Webinar #1: Tax Reform Basics (10/18 from 11am-1pm) Download: Slide Deck   IRS Webinar #2: Site Administration (11/8 from 11am-1pm) Download Attachments: Site Admin Guide Webinar 2 Read more about November 2018: Attachments from IRS TaxSlayer Webinars #1 through #5[…]

November 2018: How to Access the IRS TaxSlayer Webinar Recordings

To access the recorded version of the TaxSlayer webinars: GO TO THE TAXLAYER HOMEPAGE— https://vita.taxslayerpro.com CLICK ON THE “PRACTICE LAB” BUTTON in the top, left-hand corner: ACCESS THE SYSTEM: You’ll see the login to “Access Link and Learn Taxes.” Enter the default password: TRAINPROWEB (all caps, no spaces) and click the green “Login” button. SIGN-IN: Read more about November 2018: How to Access the IRS TaxSlayer Webinar Recordings[…]

July 19, 2018: Prosperity Now Webinar– New 1040 DRAFT

Reporting source: Taxpayer Opportunity Network (Prosperity Now) In case you missed it, here are our notes from Taxpayer Opportunity Network’s webinar about the new 1040 draft! If you are not yet part of the Taxpayer Opportunity Network, we encourage you join their email list here.   Attachments: 2018 IRS Form 1040 DRAFT: Proposed new 1040 Read more about July 19, 2018: Prosperity Now Webinar– New 1040 DRAFT[…]

May 24, 2018: JOB OPENING For Financial Education Program Coordinator at BSP

Reporting source: Ariana Hoyt @ Building Skills Partnership Building Skills Partnership (BSP) is a non-profit whose mission it is to improve the quality of life for low-wage property service workers and their families by increasing their skills, access to education and opportunities for career and community advancement. Thousands of low-wage workers dream of a better Read more about May 24, 2018: JOB OPENING For Financial Education Program Coordinator at BSP[…]

December 7, 2017 – Financial Coaches Needed at WVCS

Reporting Source: Sujatha Venkatraman, Associate Executive Director @ West Valley Community Services One of our VITA sites (in Santa Clara County) – West Valley Community Services – is working on ways to help their clients come out of generational poverty and build their own financial safety net. Aside from helping eligible folks claim the Earned Read more about December 7, 2017 – Financial Coaches Needed at WVCS[…]

December 1, 2017: Update on Foreign Student (1040 Non-Resident) returns

Reporting Source: TaxSlayer Update on Foreign Student: We have confirmed with IRS Modernized Efile (MEF), that within scope Foreign Student Form 1040-NR returns can be filed electronically this upcoming filing season. TaxSlayer is currently testing the software and updating the Non-Resident User Guide. The 2017 TaxSlayer Practice Lab is available, including Form 1040-NR’s. If your Read more about December 1, 2017: Update on Foreign Student (1040 Non-Resident) returns[…]

November 30, 2017 – SJ Mercury News – Opinion: Tax reform should expand anti-poverty credit

Reporting source: San Jose Mercury News Did you read the Op-ed by United Way Bay Area CEO Anne Wilson and Rep. Ro Khanna (U.S. Representative for California’s 17th congressional district) in the Mercury News yesterday? Opinion: Tax reform should expand anti-poverty credit “With federal tax reform efforts in full swing, we have a once-in-a-generation opportunity Read more about November 30, 2017 – SJ Mercury News – Opinion: Tax reform should expand anti-poverty credit[…]

November 14, 2017 – VITA/TCE Certification Test Error – Missing page 92

Reporting source: IRS SPEC San Jose Issue Number: VTA 2018-01 The purpose of Volunteer Tax Alerts (VTAs) is to update, correct or clarify tax law topics. VTA messages are valuable educational tools that are highly beneficial when delivered immediately to you as our intended audience, IRS VITA and TCE partners and certified volunteers. Link(s) to Read more about November 14, 2017 – VITA/TCE Certification Test Error – Missing page 92[…]

November 13, 2017 – JOB OPENING for Economic Empowerment Manager @ Sacred Heart CS

Reporting Source: Sacred Heart Community Service Visit http://sacredheartcs.org/careers to apply.   Economic Empowerment Manager Public Affairs | San Jose, CA, United States Sacred Heart Community Service (SHCS) located in San José, CA is looking for a program manager in the Economic Empowerment Program to lead, develop, innovate, and integrate programs to assist low-income individuals and Read more about November 13, 2017 – JOB OPENING for Economic Empowerment Manager @ Sacred Heart CS[…]

October 24, 2017 – Missing page from Pub. 6744

Reporting source: IRS San Jose SPEC Please see information below regarding a page that is missing from the Pub. 6744, Volunteer Test booklet. Download this missing page, Page 92 — you should print and include with your materials before you take the Advanced Tax Law Test.   PRODUCT ALERT: Purpose: Notify employees, partners, and volunteers Read more about October 24, 2017 – Missing page from Pub. 6744[…]

October 13, 2017 – (OPTIONAL) E-Services Webinar 10/19 or 10/24 about Secure Access Registration

Reporting source: IRS Oakland SPEC If you are registered for e-Services as a Responsible Official or Contact on your VITA site’s EFIN (electronic filing ID number) application, you may want to attend an upcoming webinar offered by the IRS e-Services team. Information will be shared on upcoming changes to registration and use of the system Read more about October 13, 2017 – (OPTIONAL) E-Services Webinar 10/19 or 10/24 about Secure Access Registration[…]

September 29, 2017 – TPC’s Preliminary Analysis of “Unified Framework”

Reporting source: Tax Policy Center (TPC) I’m sure the big question burning in your mind is: “What’s in the GOP tax reform framework and how can I better understand it?” C’mon admit it. I know that’s what you were thinking. Well there are some handy resources out there for you! For starters, you can read Read more about September 29, 2017 – TPC’s Preliminary Analysis of “Unified Framework”[…]

September 20, 2017 – VITA Threshold for Tax Year 2017 is still $54k

Reporting source: IRS San Jose SPEC The low-to-moderate income threshold for FY 2018, Tax Year 2017, is $54,000. The threshold is based on tax year 2017 EITC AGI limits as shown below. Earned income and adjusted gross income (AGI) must each be less than: $48,340 ($53,930 if Married Filing Jointly) with three or more qualifying Read more about September 20, 2017 – VITA Threshold for Tax Year 2017 is still $54k[…]

September 6, 2017 – Education Benefits Workshop Highlights

Reporting source: IRS Oakland SPEC Education Benefits – Slide Deck – courtesy of AARP Foundation   For Education Credits Qualifying expenses ALWAYS includes tuition and fees that must be paid to the school as a condition of enrollment, course-related books, supplies and equipment ALWAYS excludes insurance, medical expenses (like student health fees), parking fees USUALLY Read more about September 6, 2017 – Education Benefits Workshop Highlights[…]

September 5, 2017 – CE Credits Update

Reporting source: IRS San Jose SPEC IRS Stakeholder Partnerships, Education and Communication (SPEC) VITA/TCE Programs are approved to provide IRS Continuing Education (CE) credits for the following professionals: Enrolled Agents (EAs), Non-credentialed tax return preparers participating in the IRS Annual Filing Season Program (AFSP), California Tax Education Council (CTEC), and Certified Financial Planners (CFP). Attorneys Read more about September 5, 2017 – CE Credits Update[…]

April 6, 2017 – About last day e-filing

Reporting source: IRS San Jose SPEC There have been numerous inquiries on how to file Federal and State returns unlinked the last day of the filing season. In the past, we suggested sending your Federal and State e-files separately. This was to ensure that your State returns were timely filed. However, with the Modernized e-File Read more about April 6, 2017 – About last day e-filing[…]

March 21, 2017 – Lundy Post Office “Last Minute Tax Help” event in San Jose on 4/18

Is your tax site closing before Tax Day? Have overflow at your tax site? Send them to the Lundy event for last minute tax help and tell them what to bring! 30 volunteers. 4 hours of madness. Volunteers at Lundy are certified: Advanced, HSA, Military, and Foreign Student. Sites can also assist people with filing Read more about March 21, 2017 – Lundy Post Office “Last Minute Tax Help” event in San Jose on 4/18[…]

March 14, 2017 – “Silent returns” are not allowed

Reporting source: IRS SPEC VITA sites are not permitted to prepare ‘Silent Returns’. If we prepare ‘Silent Returns’, we would be preparing an incomplete return, and an incomplete return is not an accurate return. A return is accurate when tax law is applied correctly and the completed return is free from errors based on the Read more about March 14, 2017 – “Silent returns” are not allowed[…]

March 13, 2017 – The Nine Common Filing Errors

Reporting source: CFED’s Tax Prep Dispatch An article from CFED: If you’re on any of the IRS mailing lists for e-news, you probably received the message this week entitled, “Nine Common Filing Errors to Avoid.” This error list refers to all returns filed with IRS, but it got me to wondering how these might apply Read more about March 13, 2017 – The Nine Common Filing Errors[…]

March 1, 2017 – CFED WEBINAR: VITA Volunteer Engagement

Reporting source: CFED’s Taxpayer Opportunity Network   Looking for Meaningful Ways to Recognize and Retain VITA Volunteers? Sign up for CFED’s webinar — Volunteer Engagement: Recognition and Year-Round Retention Strategies Wednesday, March 22, 2017 | 10-11:30 am PST Volunteers are essential to the success of VITA programs. Across the country, VITA volunteers donate thousands of Read more about March 1, 2017 – CFED WEBINAR: VITA Volunteer Engagement[…]

February 17, 2017 – How to do prior year and amended returns

Reporting source: IRS Oakland SPEC Resources: Screenshot guide below is from Raquel from IRS SPEC VITA blog posts about 1040x: https://vitablog.taxslayerpro.com/?s=1040x TaxSlayer Instructions for 1040X (PDF)   Prior Year Returns Tax Years 2015 and 2014 should be able to be e-filed. As far as I know, there isn’t a special login page to e-file prior Read more about February 17, 2017 – How to do prior year and amended returns[…]

February 10, 2017 – IRS QSRA – Policy Update on Expired ITINs

Reporting source: IRS San Jose SPEC Visit https://earnitkeepitsaveit.org/site-resources and click on the first link for a list of all the latest QSR alerts! Issue Number: QSRA 2017-01 Inside This Issue: Policy Update on Expired Individual Tax Identification Numbers (ITIN) Purpose: The Quality Site Requirements (QSRs) were developed to ensure VITA/TCE sites have consistent guidelines to Read more about February 10, 2017 – IRS QSRA – Policy Update on Expired ITINs[…]

INVITE to 2/13 EKS Foreign Student Certification Training in San Jose

Reporting source: UWBA EKS Santa Clara County This class only covers the TAX LAW and not the software. Ideal for anyone who has never completed their Foreign Student certification. The class is only available for people who plan to certify for this season. A site coordinator from Sacred Heart Community Service (biggest Foreign Student site Read more about INVITE to 2/13 EKS Foreign Student Certification Training in San Jose[…]

February 8, 2017 – Pub 4454 available online. Printed copies shipped in March.

Reporting source: IRS San Jose SPEC Pub 4454 (EN & SP), Your Civil Rights are Protected is a brochure designed to help the public understand and meet their tax obligations with equitability and fairness for all taxpayers. It is a product required at all SPEC VITA/TCE sites to give out if there is a Civil Read more about February 8, 2017 – Pub 4454 available online. Printed copies shipped in March.[…]

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