NTTC Workbook

For use by AARP Foundation Tax-Aide volunteers only. AARP Foundation Tax-Aide creates materials for exclusive use by Tax-Aide volunteers only. All other use is prohibited unless written permission is granted.

New Counselors

New counselors will be guided by an instructor (or assigned coach) who will introduce them to TaxSlayer - logging in and getting to the Practice Lab. Instructors and coaches guiding new counselors should integrate the Workbook problems with appropriate references in NTTC Pub 4012, NTTC Pub 4491 , and with the NTTC new volunteers training videos/slide decks. Instructors and coaches will work with new counselors as they complete their training, modifying training as necessary.

New counselors will be introduced to the tax return with four classroom exercises (returns) found in the Workbook. The goal is completion of four returns in class: Andrews, Baker, Caldwell, Davenport.

For certification, new counselors should complete at least four returns, normally outside the classroom, from the Workbook. Districts may determine certification requirements for new counselors that best meet their training needs.

Properly supervised or mentored self-study using the NTTC Self-Study program is also an option.

Returning Counselors

NTTC Workbook Resources Links

NTTC Workbook

Workbook Matrix Excel

Quizzes

Workbook Answers

NTTC Workbook Certification Exercises for Returning Counselors

Certification exercises are designed to test the knowledge of returning counselors and to prepare counselors for the IRS certification test. The four required certification exercises are:

Gerard Hendricks Janisch Marshall

For state certification, work the following proficiency exercises in TY26 software as shown below.

Keep all federal returns as given in the Workbook. Other than appropriate state entries for interest and dividend items, do not adjust for state supplemental information. None of the tax exempt interest or exempt interest dividends is from the state being worked on.

All federal and state training items including skinny answer sets are here.

Virginia - Work Gerard, Hendricks, Janisch, Marshall for VA

All TPs are residents of Arlington County, zip 22205.

The rest of this is draft.

Gerard's VA $1 lottery ticket won $10 (do not change federal return for this - just do state as if this had been in federal). He paid $48 sales tax on an energy efficient appliance.

Hendricks - no changes for Virginia return.

Janisch has a state certificate for a gun safe that cost $300.

Marshall has DFAS military retirement benefits and charitable mileage deduction. He contributed $4,500 to one 529 account. He paid $2,500 LTC premiums that he did not included on his federal return.

DC - Just work Gerard for DC

Gerard is a resident of DC zip 20015. He paid $8,000 for real property taxes and contributed $500 to one DC College Savings plan account.

Maryland - Just work Hendricks for MD

Hendricks is a resident of Montgomery County (all other areas), zip 20816. He contributed $2,500 to one account under the MD College Investment Plan and donated $50 worth of disposable diapers to a qualified charity.

North Carolina - Just work Marshall for NC

Marshall is a resident of Gates County, zip 27919. His DFAS military retirement is Bailey eligible.

West Virginia - Just work Janisch for WV

Janisch is a resident of Berkeley County, zip 25419. He contributed $500 to WV Savings Trust Fund and paid $1,500 for LTC that he did not include on his federal return.

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