1. TAX-AIDE 13. Introduction to Immersion Demo Matt Grogan

2. TAX-AIDE Immersion Demos ● Uses TWO2015/training, backup is Practice Lab ● Based on Series II Lesson Plan 21 Rel 2 (ACA Part 2), Parts IV and VIII, Workbook Kerry problem, pg 108 ● Lesson 21 preceded by perhaps 20 introductory lessons ● Uses templates 3 & 5 defined in Series II Trng Template Directions, generated from scratch NTTC – PowerPoint Guidelines 2

3. TAX-AIDE Part IV Demo Objectives: show importance of interview process, how to use new ACA Worksheet for simple Template 3: Kevin Kerry & Mary Bragg + 3 dependents TP Kevin 72yo, living spouse Mary 62yo 4yo granddaughter Terri, 22yo full time student daughter Yvonne, 64yo disabled sister Penny) One W2 with Box 1 income ($32,283) and box 10 dependent care benefits ($300), Box 12b (DD $4252) ● Lesson 21 preceded by perhaps 20 introductory lessons ● Uses templates 3 & 5 defined in Series II Trng Template Directions NTTC – PowerPoint Guidelines 3

4. TAX-AIDE Part IV Demo (contd) Dependents have no income, no returns required Dependency codes would have been already been determined and entered in Template 3, but new TWO2015 S/W problem required those codes be entered as part of the return (3,1,3). NTTC – PowerPoint Guidelines 4

5. TAX-AIDE Part VIII 1 ->5 Demo Objectives: Introduce Marketplace coverage and 1095-A Determine exemptions Complete ACA Worksheet for family members Complete Forms 8962 and 8965 Template 5: same as template 3, two 1099Rs added for Kevin to increase income NTTC – PowerPoint Guidelines 5

6. TAX-AIDE Demo Items to Watch for: Student involvement efforts Use of resource materials (4012, etc) Use of TWO showing how to enter important items Wingman activity Interweaving of Topics NTTC – PowerPoint Guidelines 6

7. TAX-AIDE Not Included: Students using TWO Assignment of students to templates Mentoring of students NTTC – PowerPoint Guidelines 7

8. TAX-AIDE Lessons Learned So Far Lesson Plans very thorough, lots of teaching moments Teaching ACA lessons requires practice Must tailor the lessons to suit time allotted Can simplify the lesson if desired, easy to create new templates NTTC – PowerPoint Guidelines 8

9. TAX-AIDE Factors to consider How much student involvement in the time allocated? Don’t have to cover all the items in the lesson plan – do the ones most important to your site. What kind of students do you have? (Level I, II, III) Tailor to them. NTTC – PowerPoint Guidelines 9

10. TAX-AIDE Questions ? Questions