Advanced Topics
Things all experienced preparers should understand
| Topic |
TY20XX |
Notes |
| Health Savings Accounts (HSA) |
TY2020 |
Required for test:
Supplemental:
|
| Bogart Annuity Calculator |
TY2020 |
-
Bogart Annuity Calculator
Lesson
Upd
-
Bogart Annuity Calculator Scenarios
Slides
Upd
|
| Investment Income |
TY2020 |
-
Investment Income Exercises
Slides
Upd
-
Investment Income Worksheet
PDF
Upd
|
| NJ Property Tax |
TY20xx |
-
NJ Property Tax Relief Programs
Lesson
Upd
|
| NJ Property Tax - Federal vs NJ Amounts |
TY20xx |
-
Property Tax Amounts on Federal and NJ Returns
Lesson
Upd
-
Property Taxes Worksheet
PDF
Upd
|
| NJ Tax Refund Calculator |
TY20xx |
-
Handling NJ Income Tax and Property Tax Recoveries
Lesson
Upd
-
NJ Tax Refund Calculator Exercises
Slides
Upd
-
NJ Tax Refund Calculator Worksheet
PDF
Upd
|
| Sale of Home |
TY20xx |
-
Sale of a Main Home
Slides
Upd
|
| Retirement Income |
|
-
Retirement Income Exercises
Slides
Upd
-
Retirement Income Worksheet
PDF
Upd
|
| Quality Review |
TY2020 |
-
NTTC: Quality Review Deck
Slides
-
IRS: Pub 5310 - VITA/TCE Tax Return Quality Review Job Aid
PDF
|
| Scope |
TY2020 |
-
NTTC: Scope Manual
Movie
(Importance of Scope and how to search using Scope Manual)
|
| Medicaid Waiver Payments |
TY2020 |
-
NTTC: MWP paid on W2
Movie
(Medicaid Waiver Payments paid on Form W2)
-
MV: Medicaid Waiver Reported via W2 Demo
Movie
|
| Education |
|
-
NTTC: Exploring Education Benefits TY20
Slides
(All-in-One exercise)
-
NTTC: Education Benefits Tax Law Deck
Slides
|
| Special Interest and Dividend Situations |
|
-
Special Topic document
PDF
Upd
(New for TY2020. Includes NJ Tax-exempt bonds)
|
| Federal vs NJ Tax Law |
|
-
Federal vs NJ Tax Law
PDF
Upd
|