Resources for Volunteer Tax Preparers This is for TY2020
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Advanced Topics

Things all experienced preparers should understand

Who Topic Notes
H Health Savings Accounts (HSA) Required for test: Supplemental:
A Selected Calculator User Guides (TP4F & Bogart)
  • Bogart Annuity Calculator Lesson Upd
G NJ Property Tax
  • NJ Property Tax Relief Programs Lesson Upd
  • Handling NJ Income Tax and Property Tax Recoveries Lesson Upd
  • Property Tax Amounts on Federal and NJ Returns Lesson Upd
G PTR Tool and Sources  
H Sale of Home
  • Sale of a Main Home Slides Upd
GH NJ Health Insurance Mandate  
G Retirement Income  
M Quality Review
  • NTTC: Quality Review Deck Slides
M Scope
  • NTTC: Scope Manual Movie
    (Importance of Scope and how to search using Scope Manual)
M Using Pub 4012  
GH Amended Returns  
M Medicare Waiver Payments
  • NTTC: MWP paid on W2 Movie
    (Medicaid Waiver Payments paid on Form W2)
  • MV: Medicaid Waiver Reported via W2 Demo Movie
? Education  
? NJ Tax-Exempt Interest - Bonds vs Mutual Funds