HPL#22

Hi All

one more reminder:

Training Materials:
Please hold on to your hard copy evergreen Pubs 4491 and 4491W and other training materials for next year.
4012
Pub 17 etc.
Bette and I just returned from a quick camping trip to Ft De Soto, great camping sites and beautiful location for riding a bike, short hikes, beaches and kayaking.
Barry

HPL#21

Again, thanks so much for putting up with LOTS of work, slow computers and internet, ACA issues and ME  🙂

Don’t forget to submit your mileage online through the AARP Volunteers portal ASAP.

I have an LC meeting at the Moose tomorrow morning but then I must leave to start a camping trip so I will probably miss seeing you at the lunch.

Have a great summer filled with fun stuff. I will be heading back to the mountains of Colorado by June, then I plan on hiking the haute route in Switzerland in August from Mt Blanc to the Matterhorn. If I survive that, Bette and I will wander around the south of Italy in November.

I will see many of you again in December at the HPL  online refresher workshop and I will be teaching a 2 day review class in January.

Happy Trails…..

HPL#20

  • Just one more day to go.
  • Please DO NOT forget to update your mileage log and after our last day, be sure to press the submit button.
  • I plan on having pizza delivered at noon for lunch for all of us so bring your appetite!
  • Please leave a reply below on things I should include in training next year, while confusing or difficult content is fresh in your memory.
  • Also, leave me comments on how to make this weekly BLOG more useful as a communication tool.
  • You have been a wonderful team to work with this year at HPL.
  • THANKS THANKS THANKS for all that you do for the 100’s of people we have helped this year.129787_600
Barry

HPL#19

End of Year Tax Stuff we may see:

  1. f4868 to file for an extension for up to 6 months-can efile, but TPer should pay as much as possible of what they owe.
  2. If TP’er owes money and cannot pay, Call TP’er advocate 877 777-4778
  3. If TP’er can pay within 120 days, call 800 829-1040 to establish a request to pay in full.
  4. f9465 can efile, for an installment agreement. Fee can range from $105 for payroll deduction, $52 for direct debit or $43 for low income TP’er.
  5. Credit or debit card payment . TP’er must go to irs.gov and choose a payment processor. There are fees.

Don’t forget, begin to update your mileage online at the AARP volunteers Portal at:

https://volunteers.aarp.org/portal/core/welcome.htm?MSG=DSPLAY_LOGIN

C U at breakfast at Luigi’s, tomorrow at 8:30:)

HPL#18

images-1HPL#18

  • Out Wed Apr 8->In
  • Jan->
  • To celebrate our last Saturday, please join me for breakfast at
  • Luigis, at 8:30, on me 🙂
  • Saturday, Apr 11 staffing
  • Jen B 10-1:30–>Judith 1:30-5
  • Catherine 10-1:30–>Young H 1:30-5
  • 10-5 the following people:
  • RAB
  • Jeanne K
  • Karen
  • Larry
  • Barry
  • Steph
  • Tom
  • Hanh
  • Jerry

Susan, Rachel, Ellen and Pat I know you will work out your schedules.

  • Last Wednesday we served 115 clients and efiled 31 joint returns and 35 single returns.

Add this web site to your bag of tricks to help determine if someone is a dependent:

Reimbursement Time-start completing the online process.

Select reimbursements and then you must decide on Flat Rate or mileage.

  • If using mileage you must record the date of each training and tax counseling session as well as round trip miles.

HPL#17

  • Hi HPL
  • We are in the home stretch now.

Out->In

  • Martie->Skeeter
  • Catherine->Betty
  • Jan(AM)->
  • If a TP’er has a large excess ACA Premium Tax Credit you can try several strategies to reduce AGI:
  1. The TP’er, if eligible, can choose to add money to their IRA account and the adjustment will lower AGI.
  2. The TP’er, if they have education expenses, can choose to not take an Ed credit but instead try the tuition adjustment to lower AGI.
  • It is NOT your imagination; because of brokerage statements and K1’s our returns are getting more complicated this time of year.
  • If a brokerage statement has a good subtotal of covered transactions (no wash or other adjustments) you can directly enter the amounts on sch D line 1a or 8a.
  • Other subtotals will need to go on cap gains wkst with code m and check the box on sch d for 8453 if attaching documents or the box to attach a pdf if we have the time to scan the docs.
  • img055

HPL#16

The link for IR-2015-54: Taxpayers Receiving Identity Verification Letter is INCORRECT.

Copied below is the info:

IR-2015-54: Taxpayers Receiving Identity Verification Letter Should Use IDVerify.irs.gov

Issue Number:    IR-2015-54

Inside This Issue


Taxpayers Receiving Identity Verification Letter Should Use IDVerify.irs.gov 

WASHINGTON – The Internal Revenue Service today reminded taxpayers who receive requests from the IRS to verify their identities that the Identity Verification Service website,idverify.irs.gov, offers the fastest, easiest way to complete the task.

Taxpayers may receive a letter when the IRS stops suspicious tax returns that have indications of being identity theft but contains a real taxpayer’s name and/or Social Security number. Only those taxpayers receiving Letter 5071C should access idverify.irs.gov.

The website will ask a series of questions that only the real taxpayer can answer.

Once the identity is verified, the taxpayers can confirm whether or not they filed the return in question. If they did not file the return, the IRS can take steps at that time to assist them. If they did file the return, it will take approximately six weeks to process it and issue a refund.

Letter 5071C is mailed through the U.S. Postal Service to the address on the return. It asks taxpayers to verify their identities in order for the IRS to complete processing of the returns if the taxpayers did file it or reject the returns if the taxpayers did not file it. The IRS does not request such information via email, nor will the IRS call a taxpayer directly to ask this information without you receiving a letter first. The letter number can be found in the upper corner of the page.

The letter gives taxpayers two options to contact the IRS and confirm whether or not they filed the return. Taxpayers may use the idverify.irs.gov site or call a toll-free number on the letter. Because of the high-volume on the toll-free numbers, the IRS-sponsored website, idverify.irs.gov, is the safest, fastest option for taxpayers with web access.

Taxpayers should have available their prior year tax return and their current year tax return, if they filed one, including supporting documents, such as Forms W-2 and 1099 and Schedules A and C.

Taxpayers also may access idverify.irs.gov through www.IRS.gov by going to Understanding Your 5071C Letter or the Understanding Your IRS Notice or Letter page. The tool is also available in Spanish. Taxpayers should always be aware of tax scams, efforts to solicit personally identifiable information and IRS impersonations. However, idverify.irs.gov is a secure, IRS-supported site that allows taxpayers to verify their identities quickly and safely.

 


 

 

 

HPL#15

Hi All

  • Out->in Mar 25
  • Catherine–Otis 10-2
  • Martie–>Pat F
  • Rebecca–>Betty
  • Tom–>Skeeter
  • Judith(pm)–>Jan
  • Last Wednesday we filed 73 returns and helped 127 clients and on Saturday we filed 45 returns and helped 82 clients.
  • From Paul, DO NOT use Copy and Paste when typing in client bank routing and accounting numbers in their multiple locations.

Or

ACA

  • IR-2015-54: Taxpayers Receiving Identity Verification Letter Should Use IDVerify.irs.gov. See the link below for more info.

http://content.govdelivery.com/accounts/USIRS/bulletins/f8d0af#.VRG4NKXvgZw.email

  • Date:  March 16, 2015

To:  All Volunteers for AARP Foundation Tax-Aide (with a valid email address in VMIS)

From:  Bonnie Speedy, Vice President and National Director, AARP Foundation Tax-Aide

Subject: CyberTax TY2014-09: Message from Bonnie Speedy, AARP Foundation Tax-Aide

Dear Tax-Aide Volunteer:

Yesterday marked a month left in the tax season!  We, you, are more than halfway done and in the home stretch.  Please know how appreciative we are for your perseverance this season.  I know from years of working with you that your driver is helping those taxpayers.  With ACA, TaxWise issues and more snow and ice than many of us have seen for a while, this season has had extra hurdles to clear.  Many of you are adding hours and/or days to schedules to try to get the tax returns “all” done.  On behalf of those taxpayers, who may not quite know all the extra efforts you have made this year, thank you!

I also wanted to let you know that we have taken the literal list of issues with TaxWise and CCH very seriously.  Veronica Coates, our program Technology Manager, has been in constant contact with them.  Nearly all of the issues are resolved BUT we are very aware of the toll it took on you this season on top of ACA and weather.  Veronica and I had a sit down meeting here at AARP Headquarters with the President of CCH SFS and the VP/General Manager of Commercial Services of CCH SFS.  Also at the meeting were the IRS SPEC Director, our lead IRS executive, and our IRS Relationship Manager.  It was a two-hour meeting with frank discussion around the issues, especially the outages and those issues still unresolved.  We also spent significant time helping these most senior level staff at CCH SFS understand how you work at sites and how these issues affect you, especially when you have plenty of non-TaxWise issues going on as well.  Our work model is unique with only volunteers in the field and volunteers leaders, not paid staff, managing sites, districts, states and regions and the additional detail was quite helpful.  We will be traveling to their headquarters after the season to share our issues and work model (again) more broadly among a larger group of staff at CCH SFS.  We did that a few years ago, but this is a good time to do it again as a post-mortem for learnings and improvements needed.

We also addressed and will continue to work with the IRS on issues of slow-to-press ACA procedures and needed clarifications, some even hitting after the season started.  In the 15 years I have lead this program and including four of those I was a member of the full IRS and in-depth focused IRS Advisory Council, ACA was the largest single impactful tax issue I have ever seen.  It also had need for substantial interaction with other agencies, which inherently complicates process development and communication.  The good news is that the first year is near past us.  Obviously changes and clarifications will happen but in the scheme of implementation management, getting the first year behind us is big!

It seems with the timing of the tax season, that we are simply destined to face all the weather issues the weather gremlins desire to throw at us.  I do understand that getting issues we can resolve resolved will go a long way toward making the season more pleasant, tough weather or not, and allow you do what you do best, help taxpayers!

I want to end where I began, with a huge thanks! Your extra resilience to push through this year is very, very appreciated.  Hoping your taxpayers are showing you the love and appreciation you deserve as it is the reason you give so much through this program and what you get back.

Bonnie Speedy – Vice President and National Director

AARP Foundation Tax-Aide

  • FYI: This is the process Larry and I will use when we find a client with a regected return and possible identity theft.

INSTRUCTIONS FOR THE MAIL-IN PACKAGE

  1. The TaxAide program will provide you with a paper copy of your federal income tax forms: 1040 and all relevant “Schedules.”
  2. Attach to Form 1040 copies of all forms W2 and 1099s (ie 1099R, 1099INT, …).
  3. Taxpayer (and Spouse if Married Filing Jointly):       Sign and date Form 1040 at the bottom of page 2.
  4. Complete Form 14039. (If the TaxAide program has provided you with a partially completed form, please check to ensure that all their entered information is correct.)
  5. Per “Section D” at the bottom of the 14039, obtain a photocopy of (at least one of) the requested documents.
  6. Sign and date Form 14039 in Section F at the bottom of the second page.
  7. Place Form 14039 with the photocopy of the documentation identified in Step 5 and the federal tax return (and attachments) in an envelope. If you are a Florida resident and you are expecting a refund, mail the package to

Department of the Treasury

Internal Revenue Service

Austin, TX 73301– 0002

If you are a Florida resident and owe an amount, enclose your check or money order and   mail the package to

Internal Revenue Service

P.O. Box 1214

Charlotte, NC 28201– 1214

 

 

 

HPL#14

Hi

According to Larry we Efiled 72 returns and helped about 130 people last week with only 1 minor error that he could fix and 1 possible identity theft.

  • Out->in Mar 18
  • Catherine–?
  • Bob–>

Saturday Mar 21st we have a full schedule from 10 to 3 (last appointment)

  • The following people are scheduled to work:
  • Al Bates
  • Martie
  • Judith
  • Karen
  • Larry
  • Barry
  • Stephanie
  • Tom
  • Jerry
  • Hanh
  • Jan
  • Susan
  • Pat
  • Ellen
  • Rachel

If you used to ski and are interested, this is the link to my ski GoPro video from Vail.

my ski video

https://youtu.be/jOmnVToz2EU

——————

The end of the year Results and Awards Luncheon:

WHEN:                  April 22, 2015

TIME:                    11:30     Lunch starting at 12:00

WHERE:                Moose Lodge

1855 S. Sun coast Blvd.

Homosassa, FL 34448-1466

COST:                    $11.00

Sub Sandwiches being offered: Turkey === Beef === Ham

Sides: Potato Salad === Macaroni Salad === Chips === Pretzels

Beverage: === Ice Tea

From the proceeds collected we will be purchasing Coke Products, Strawberry Whip Cream Cake, and paper products.

Please turn in with your payment by April 8th.

—————————

Cut off and turn in with your funds.  Someone at each site will collect your money .

YOU’RE NAME:                 _________________________________________

Attending Y/N and indicate how many people Yes:  _____________   No:   _________

Please circle the Sub Sandwiches you want:

Turkey === Beef === Ham

HPL#13

 

Hi From Colorado

  • I have restocked the printer cart with about 1 million junk calories, so you should have plenty of sugar to keep you going while I am in Colorado.
  • As you probably all know, across the country many sites are reporting that values entered on returns are being dropped somehow before transmittal.   We have had several verified occurrences here in the county.
  • Wes is suggesting the following:
  1.     The Tracking Summary (stand alone as well as combo) in the Client Letters will now show the AGI along with the REFUND or Amt DUE.
  2.    Counselors should print the stand alone Tracking summary after doing a final check of their entries, before the QR checks the return.   The QR should then continue as normal if they find an error they should adjust the figures on the tracking summary.  When they are done and create the E-FILE, they should print the Client letter Combo as normal and compare the AGI and Refund/Amt Due to the original tracking summary.   Mark the combo as final tracking summary
  3.     If there is a difference,  not accounted for by a QR action, the return should be reviewed again and any change recorded and documented.
  4.    The two copies of the tracking summary (final) on top and given to the ERO for final check if necessary and normal recoding/destruction.
  5. ****Or before QR, record the AGI and REFUND amounts on the I&I sheet.

Out—-> in

Barry->Wes

Martie->Karen Rose

Jennifer–>Jeanne

Catherine until 1 only

 

 

 



HPL#12

  • Last week we filed 74 returns and 100% were accepted! Good job in being so careful with entering data, etc.
  • In reading TVOG, the national online forum for TaxAide, it seems like people around the country are experiencing forms with data disappearing. Counselors are sure that they entered the data and then when they go back to the form, NO DATA in some fields. Check you forms carefully, be sure to TAB out of a data field after you enter data or it is NOT sent to the cloud. If you are experiencing a form where a data field stays red, then suspect a problem!! If you have trouble moving from one form to the next, suspect a problem. Check the tree to be sure there are no red forms.
  • out————>in
  • Judith(PM)–>Debra
  • Jan (AM)—–>Mark
  • Tom
  • Susan———>Ellen

hsc0064l

HPL#11

  • Based on the incorrect data that the Marketplace sent out to MANY TP’ers

    If someone comes in with a 1095-A, ask if they have an online sign-on to Healthcare.gov.  

    1. If they do, have them sign on to see if they have the message that their 1095-A is incorrect
      1. If they do not, prepare the return normally
      2. If they do, prepare the entire return, have it QRed and put it on hold until they get the corrected 1095-A.  When they get it, the return should take less than 10 minutes to complete
    2. If they do not, go to https://www.healthcare.gov/taxes/tools/silver/
      1. Find out the cost of the second lowest price silver plan
        1. If it agrees with that listed on their 1095-A, prepare the return normally
        2. If it does not, prepare the entire return, have it QRed and put it on hold until they get the corrected 1095-A.  When they get it, the return should take less than 10 minutes to complete
    3. In either event, alert them to the possibility that they will receive a corrected 1095-A.  If they do, they will need to return so that we can determine whether they will need to file an amended return.
    4. We may also try having the TP’er call the Marketplace Call Center at 1-800-318-2596  to request assistance.
    5. ***We may try to set up a computer and ask our amazing CF’s to monitor helping TP’ers with an online signon to help them go online and check if there is a problem on their 1095A.****
  • On Wednesday we filed 65 returns and helped a total of 104 people. Good job!
  • If you are NOT certain  where an entry goes or what to do with a tax form that does not look familiar,  GET HELP.
  • Please download this file which is the latest ACA Exemption Code Table for your p4012
  • Be on the lookout for possible EIC even if the client does NOT have children.
  • If there is a W2 and a box 12 code D, complete the f8880 to determine if a retirement credit applies. Box 14 FRS amounts DO NOT qualify for this credit.
  • Since Larry is on a 2 week cruise, I have been doing the efile submissions. We had 2 rejects. One was easy to fix with just a minor W2G mistype that I could correct and resend. The other was a dependent SS# issue that we will work out next week.
    • personnel out->sub
  • Jan(AM)/Judith(PM)->Betty will sub
  • Susan(AM)->Ellen will sub
  • Tom, Wes and Pat were originally to be out but now appear to be in??? Is that correct? Let me know.

FYI:This season, I have reduced our appointment load from 10 each hour to 9 to give us some breathing room, avoid backups , reduce frustration when the network slows, and allow us to take some walkup clients. Now you sometimes get a brief break in-between clients, and to avoid a backlog disaster if I cannot get a sub if one of us is out. Every week we have several people gone and I cannot always get subs. The other benefit is we seem to be finishing our client list just a bit after 6, rather than pushing the 7 pm closing of the library when we are more prone to make mistakes. We have also been able to free up more people to QR to help you with complicated returns and complete a return quicker.

  • this is the time of year we will get more complicated brokerage statements.
  • we have NOT been scanning the statements as TWO is still not accepting the pdf files and besides, it takes lots more time to scan.
  • remember to go through 1099B’s with a fine tooth comb. Use your highlighter.
  • there are many sub total and total lines. If you are using subtotals, be sure everything adds up in the end, use code M and attach the relevant 1099B page copies to the 8453 after checking the box on the top of sch D pg 1 in TWO.
  • markstein

HPL#10

Just received this message about a problem with some f1095A’s. We will put together a plan to help our clients check their status.

Date:      February 20, 2015

To:         All Tax-Aide Volunteers

From:     Marcy Gouge, Assistant National Director, AARP Foundation Tax-Aide & Pete Freiermuth, Chair NTTC

SubjectCyberTax TY2014-08: Critical News released today regarding completing tax returns which have ACA issues

Critical News released today regarding completing tax returns which have ACA issues:

The Centers for Medicaid and Medicare (CMS) have released the attached news alert which announced that a significant number of the form 1095-A sent at the end of January contained a critical error.  This information affects only taxpayers who had Federally-facilitated Marketplace coverage in 2014 and used tax credits to lower their premium costs.

Key Elements of Attached Alert:

  • The original version of the form 1095-A issued to taxpayers who purchased insurance from the Insurance Marketplace listed an incorrect “benchmark plan premium amount”.  Corrected forms are being prepared and will be sent to these taxpayers;
  • About 20 percent of the tax filers who received these forms, or approximately 800,000 (< 1% of total tax filers) are affected by this error;
  • Based on preliminary estimates, CMS believes that approximately 90-95% of these tax filers who received incorrect forms haven’t filed their tax return yet.   For those who have not filed, CMS is advising them to wait until the first week of March when they receive their new form or go online for correct information before filing.
  • For those who have filed their taxes — approximately 50,000 (< 0.05% of total tax filers) – the Treasury Department will provide additional information soon.

 What this means for Tax-Aide sites:

  • Counselors should tell affected taxpayers that CMS advises them to wait to file until they receive the corrected form;
  • Tax sites should wait to prepare Amended returns for those who have already filed and might have an incorrect form to wait for further direction as noted.
  • Taxpayers can find out if they are affected by logging in to their account at www.HealthCare.gov. They will see a notice message that will let them know if their form was or was not affected.  When their corrected form is ready they will receive a message.
  • If a taxpayer does not want to wait to file, there are two options:  1) They can go to the above website to find a research tool to find the lowest cost Silver plan that applied to their household in 2014, or 2) They can call the Marketplace Call Center at 1-800-318-2596 (TTY: 1-855-889-4325) to request assistance.
  • It is the taxpayer’s responsibility to obtain the corrected form or to get assistance from CMS, not the counselor’s responsibility. Questions about this Cybertax should be sent to OneSupport Help Center.

============================

The CMS Blog: What Consumers Need to Know about Corrected Form 1095-A

FEBRUARY 20, 2015

Last year, millions of Americans used advance payments of tax credits to help lower the cost of their monthly health insurance premiums. Now that tax season is here, individuals and families enrolled in a health plan through the Marketplaces will need to provide some basic information about their health insurance when they file their tax returns.

If you signed up for coverage through the Marketplace last year, you should have received a statement in the mail in February from the Marketplace called a Form 1095-A. This statement includes important information you need in order to complete and file your tax return. One piece of information included in your 1095-A is the premium amount for the “second lowest cost Silver plan” in your area. This premium amount represents the benchmark plan we use to determine the amount of premium tax credit you were eligible to receive.

Your 1095-A form should have arrived in your mailbox in February. Most consumers can also download a copy of their 1095-A through their HealthCare.gov account. We have been urging consumers to check the information on their forms – such as the number of people in your household – for accuracy. People who find errors on their form can contact the Marketplace Call Center at 1-800-318-2596 to find out how to request a corrected form.

About 20 percent of the tax filers who had Federally-facilitated Marketplace coverage in 2014 and used tax credits to lower their premium costs – about 800,000 (< 1% of total tax filers) – will soon receive an updated Form 1095-A because the original version they were issued listed an incorrect benchmark plan premium amount. Based upon preliminary estimates, we understand that approximately 90-95% of these tax filers haven’t filed their tax return yet. We are advising them to wait until the first week of March when they receive their new form or go online for correct information before filing. For those who have filed their taxes — approximately 50,000 (< 0.05% of total tax filers) – the Treasury Department will provide additional information soon.

It’s important to note that this issue does not affect the majority of Marketplace consumers and only affects people who signed up through one of the 37 states using HealthCare.gov. About 80 percent of Marketplace consumers who received a 1095-A from the federal Marketplace do not have affected forms and should go ahead and file their annual tax return. Additionally, this issue does not mean that consumers received the incorrect amount of tax credit throughout the year. It’s also important to note that this does not affect the vast majority of tax filers who will just need to check a box on their tax return to indicate that they had health coverage in 2014 either through their employer, Medicare, Medicaid, veterans care, or other qualified health coverage programs.

Our priority is to make sure people with affected forms are alerted to the issue and are made aware of the steps they need to take. If your form was affected, you will receive a phone call from the Marketplace by early March, in addition to letters and emails with additional information about the status of your form.

Marketplace consumers concerned about the status of their 1095-A forms should take the following actions:

You can find out if you are affected by logging in to your account at HealthCare.gov. You will see a notice message that will let you know if your form was or was not affected. A majority of tax filers with Marketplace coverage through HealthCare.gov that received a 1095-A– about 80 percent – will find that their form was not affected by this issue and will be able to file their taxes with their current form.

Wait to file if your form was affected. It’s best to wait to file your tax return until you receive your corrected 1095-A Form from the Marketplaces. New forms are being sent from the Marketplace beginning in early March. When your corrected form is ready, we’ll also send a message to your Marketplace account on HealthCare.gov.

If you need to file now, use our tool. If you can’t wait, and want to find the correct amount of the second lowest cost Silver plan that applied to your household in 2014, you have 2 options: 1) You can use this tool to find that amount, or 2) You can call the Marketplace Call Center at 1-800-318-2596 (TTY: 1-855-889-4325) and they can help.

As soon as we discovered the error, we immediately began examining who was affected, how to communicate about the error, and how to make the corrections process as simple as possible for consumers. We are committed to making sure that consumers who need corrected forms are contacted with updates and will receive new forms quickly. We are focused on making sure that every Marketplace consumer understands how taxes and health care intersect and if they need to get a corrected form, the steps they need to take.

Consumers with questions or who want to learn more are encouraged to visit http://www.healthcare.gov/taxes. Representatives at the Marketplace Call Center are also standing by to answer consumer questions. The call center is open 24/7 at 1-800-318-2596.

HPL#9

  • Please remember to use the online tools for simplified pension exclusions and ACA exemptions. Use the links from the desktop on the IRS laptops. If anything creates confusion or an ACA penalty is indicated (due to a month being checked with no insurance), get help so we can work out the situation as a team.
  • This interesting situation was written about in TVOG (A national Forum for AARP counselors-TaxAide-Volunteer Operations Group)

The responsibility for any tax due on a scholarship is that of the student, not the parents even if the student is their dependent. Conversely, if a person is claimed on someone else’s return then whoever claims him or her is eligible for an education credit. If the parents don’t claim the child, then he or she is eligible for an education credit but still has to file as “can be claimed” and is not eligible for a personal exemption.

  • One more thing to think about. Another variable to try with Ed Credits is to NOT use an Ed Credit but making the expenses an Ed adjustment, this will reduce household income and may increase PTC making this strategy beneficial.
  • Out–>in Feb 18

Jerry(all Day)–>Judith (AM)

Wes(PM)–>Karen Rose(PM)

Rachel, Susan, Sonny–>Ellen (AM) Rich (AM)

  • All of our appointments are now booked until near the end of March!
  • I really appreciate everyone picking up the slack with several of us out last week.
  • Today, I was a canoe guide for a National Geographic film team filming a TV show for their channel to be aired in the fall. They had about $10,000 worth of equipment in the canoe and we managed to keep it all dry and saw LOTS of manatees.

IMG_1284

HPL#8

Results from our first week of tax work: 100 efiles.

Some resources for you to use:

    • -Check out the other links tab on the menu bar. These online tools are very good. Please familiarize yourself with ACA Affordability Calculator and the Florida Silver/Bronze Plan Calculator.
    • The DROPBOX tab links to a location where you can download files.
    • Download: 03.ACA Workflow.pdf  This file will give you a logical way to approach how to determine if health insurance is affordable or not.
    • When using the ACA worksheet in TWO, if you check a box for ANY month, that means a penalty will be assessed. You can see that amount at the bottom of the worksheet. DO NOT check a month without insurance if it will be covered by an exemption or is unaffordable.
    • Feb 11: Jerry is out. Mark is out and Skeeter will sub.
    • Still 1 volunteer short this week with a full schedule of appointments. In fact our appointments are already filled through March 11th!

I have come down with the cold going around citrus county. May not make it to HPL on Wednesday. Barry
brain_full