1. TaxWise Online (TWO) Immersion Part II
Comment: Handouts – Six-day Instructional Schedule & Lesson 5 – Income part I
Reference MN’s Flipped Instruction & VA’s Vision toward Immersion
How did this come about? In various districts throughout the AARP network of TRAINING, multiple districts reported that they were CHANGING their approach to training along these lines!!
Next slide The Learning Pyramid
FLIPPED INSTRUCTION
MAXIMUM USE OF TWO

2. Objectives Understand implementation of Immersion Training.
How to set up counselor to login to TW
How to apply Immersion Training using OSHD
Demonstrate Immersion Training using Lesson 5
Tools of the Trade
TRNG templates in TWO
Forms Generator
Lesson Plans
Discussion, Q & A

3. Key ID number Designations
SSN AAA-XX-BBBB
AAA = 3 Digits from problem
XX= Student ID #
BBBB = EFIN for Client ID used for Training
EIN AA-XXBBBB
This format is key to working problems in TW Training

4. Create Student ID
User Name of userxx is suggested since once a name is entered it is there forever and the userxx can be used from year to year.

5. Log into TWO 2014 Training https://twonline/taxwise/training/
Site specific Client ID
Username: StudentXX
Student unique

6. TW14 Training looks pretty much like the previous year for users

7. Create New Return
SSN: xx-BBBB
GO TO TAX FORMS

8. Let’s look at the basics for lesson 5
Preliminaries
Counselors have logged in and have basic knowledge of TW
Basic template created
Homework assigned
Lesson Schedule
Lesson plan
Simulate lesson
Cover post lesson homework

9. TWO Immersion Training
TWO Immersion Training lessons and supporting information is available in the OneSupport Help Center (OSHC).
Next slide – Select TWO Immersion Lesson Guide Training.

10. TWO Immersion Lesson Guide
There are four elements to the Lesson Guide, Read First, Six-day Instructional Schedule, Homework Assignments and 20 lessons
We will look at all four elements and simulate Lesson 5

11. Read First for Immersion Initiative

13. This presentation will cover Lesson 5 – Core Income
This presentation will cover Lesson 5 – Core Income. It will be noted later that Lesson 9 covers Comprehensive Income.
Day Two allows practice of lessons in day 1, review of day one lessons and an opportunity to prepare homework for day three.

14. Homework is key to flipped instruction and provides a better classroom learning environment

15. NTTC PPT Lesson 11-Income slide 1-23 are Core (i. e. no marking)
NTTC PPT Lesson 11-Income slide 1-23 are Core (i.e. no marking). Additional slides have a star indicating comprehensive income which will covered in lesson 9.
Also note the post-assignment resource. Pub 4012 income tab will be a key reference in preparing returns.

16. Core
Comprehensive
Lesson 5 will now be reviewed. Not that it is limited to Part I. Part II is covered in Lesson 9.

17. Now to review the lesson plan
Now to review the lesson plan. A review of the homework is one of the first discussion items.
The needs are defined to be a projector that the Wingman will use to project applicable income pages of Pub 4012 Income Tab
The Wingman will also assign the Lesson 5a training template to all trainees. This is a very basic template with the main information sheet completed.

18. Examples of Income
This an example of one of the income tables from Pub 4012 that could be projected

19. Verify Intake/Interview Questions
Form C, Page 2
The Intake/Interview sheet is always one of the first things to review. Lines 1 & 4 are applicable for this lesson

20. Lesson Plan – Lesson 5
Wingman will have assigned template that has MIS filled out. This saves time so that the counselor can concentrate on Income.

21. Create New Return SSN: 701-xx-BBBB GO TO TAX FORMS
Class will be instructed to start a new return with first three numbers of the return being 701.
GO TO TAX FORMS

22. Main Information Sheet Completed
The main information sheet is filled out.

23. The instructor will discuss examples of income forms to be expected as Wingman projects the examples.

24. The instructor will discuss 1040 page 1 relevant income section and counselors can follow on there computer.

25. Basic Income
Instructor will point out where income will appear on the final 1040.

26. Example of W-2 which instructor will review and counselors will add later. Wingman will bring up a W-2 while instructor explains process

27. Example of Interest Income 1099 INT which instructor will review along with a description of how to enter information on the Interest Stmt

28. Tax Exempt Interest Pub 4012, Pg D-9

29. OOS
OOS
OOS
Example of dividend Income 1099-DIV which instructor will show along with a description of how to enter information on the Dividend Stmt. Counselors can follow along and later enter the information.

30. Lesson 5 Income – Part 1 (Core)

31. Counselors to prepare new return
Counselors to prepare new return. Wingman will have assigned 5b template with partial MIS including some intentional errors for the student to identify

32. Complete lesson 5

33. Post-Assignment calls for a review of Pub 4012 Income Tab for income taught in this lesson. Applicable CCH videos also available

34. Summary of Immersion Training
Discussions w/class – not lecture;
Use of Training Templates to immerse class in TWO
Use of a more ‘user friendly’ INSTRUCTIONAL SCHEDULE;
Use of pre-class assignments – HOMEWORK!;
Use of MENTORS
Use of WINGMAN

35. Effective use of Templates aides training
Use of templates can save time by providing a starting point for training of new lesson
Wingman is key to assignment of template to class in support of instructor
NTTC provides six templates for distribution to TW subscribers
Templates must be modified for specific site
Template creation or modification must be completed by TW14 Site Administrator

36. Go to OSHC for TWO template setup
For specific directions open TWO Template Set Up Instructions V2 in OSHC

38. Templates will be sent to everyone (EROs/Transmitters) who have linked to the AZ Template focal point
Note that the templates as received can not be used or edited. The template must be selected and a new site unique template developed

39. Add new template based on TRNG Lesson 5a

40. New Lesson 5a Template – Must edit for specific site

42. Close return and select [Assign]

43. Forms Generator available in OSHC

44. Implementation Summary
100% use of TWO for Training
Training Client ID established for local districts
Publisher designation
Set up Student IDs
Create Training Templates locally
Review Lesson Plans
Modify as preferred

45. Resources Needed: Pub. 4012; Pub. 17 Pub. 4491 and Pub. 4491W
NTTC updated exercises
Resource Tools for Tax Counselors
QC-QR Chart
ACA Laminate
NTTC PowerPoint slides
CCH Videos
Next slide: NTTC support

46. NTTC Support of Initiative
Provide a set of LESSON PLANS on OSHC
Conduct Webinars
Instructional tools such as:
PowerPoint slides;
Videos
Mentorship assistance
Two webinars were conducted for all TRSs in advance of training preparation for this coming year; Available in OSHC
Others may be conducted based on need; e.g., a webinar for instructors whose district has elected to participate
This webinar could target the use of templates for instruction.
Mentorship support – this could be a listing of NTTC members willing to take questions and provide assistance over the phone

47. Summary: Not MANDATORY – however, strongly encouraged;
NTTC views this initiative as long-term – FULL IMPLEMENTATION BY TY 2017;
NTTC will refine and update implementation each year;
TRSs need to support this initiative in their state;
Participants will be asked to provide feedback to NTTC.
Long-term meaning 2 to 3 years for 100% participation; Goal of TY2017 for full implementation
#3 – based on feedback from those who participate, NTTC may identify areas of support needed
OR what changes/improvements need to be made in the Lesson plans OR identify what additional support needs to be provided to TRSs
The purpose of the FEEDBACK is to help the NTTC improve their support and to evaluate the implementation of the initiative.
Next slide: Questions

48. Future Training