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					National Tax Training
     Committee


VITA-TCE Survey 2009

   AARP Tax Aide
  Helping Taxpayers



       NTTC Training 2009   1
        VITA-TCE SURVEY 2009
            FACILITATORS
   IRS SURVEYED – 116 RESPONSES- 73% WERE
    AARP
   TRAINING CONSISTENT WITH VOLUNTEERS
    BEGINNING KNOWLEDGE AND SKILLS – 90.4%
   FOCUSED ON JOB TASKS – 88.2%
   CONTENT MATCHED OBJECTIVES – 90.9%
   CONTENT PROVIDED PRACTICE TIME – 71.9%
   LEFT CLASS WITH A GOOD UNDERSTANDING –
    81.5%
Note: percentage of Agreed and Strongly Agreed




                                 NTTC Training 2009   2
    VITA-TCE SURVEY 2009
     FACILITATORS (continued)

LESSONS WERE IN LOGICAL ORDER – 87.7%
MATERIALS ENHANCED TEACHING – 71.9%


TIME SPENT WAS ADEQUATE – 72.1%


MATERIALS TECHNICALLY CORRECT –

84.7%
OVERALL I AM SATISFIED – 79.5%


CLASS TIME USING PRACTICE LAB – 40.0%




               NTTC Training 2009   3
    VITA-TCE SURVEY 2009
          STUDENTS

IRS SURVEYED – OVER 2300 RESPONSES-
47% WERE AARP
RETURNING VOLUNTEERS - 77.4%


USED TAX WISE – 89.4%


USED PUB 4491- 73.2%


USED LINK & LEARN – 26.8%


DID COURSE HELP YOU – 93.7%




               NTTC Training 2009      4
       VITA-TCE SURVEY 2009
          STUDENTS (continued)

   WAS COACHING PROVIDED? - 80%

   ADEQUATE USE OF TAX WISE – 90.3%

   MORE PRACTICE USE OF TAX WISE – 57.5%




                  NTTC Training 2009   5
       VITA-TCE SURVEY 2009
          STUDENTS (continued)
   USE OF PUB 17 – 88.2%

   USE OF PUB 4012 – 74.9%

USE OF INTERVIEW AND INTAKE FORM –


59.2%

   USE OF QUALITY REVIEW SHEET - 49%

   USE OF PUB 4491W – 87.8%
                   NTTC Training 2009   6
     VITA-TCE SURVEY 2009
        STUDENTS (continued)
   KEY ITEMS THAT WERE LESS
    THAN 50%:
   DETERMINING DEPENDENCY FOR MULTIPLE SUPPORT
    AGREEMENTS – 44.2%
   CAPITAL GAINS OR LOSS – BASIS OF STOCK – 30.8%
   MORTGAGE FORECLOSURE AND DEBT CANCELLATION -
    17.4%
   TAXABLE RETIREMENT INCOME – 44.7%
   AMOUNT OF FOREIGN INCOME EXCLUSION – 14.1%
   FOREIGN TAX CREDIT – 27%
   RESIDENTIAL ENERGY CREDIT – 23.1%
   FIRST TIME HOME BUYER – 38.6%
   PROCEDURE FOR TAXPAYER TO PAY TAXES DUE – 31.9%
                     NTTC Training 2009         7
       MISSED QUESTIONS ON TEST
                (TOP 5)

   MEDICAL AND DENTAL EXPENSES – SCHEDULE A –
    65.1%
   TAXABLE PORTION OF SOCIAL SECURITY – 56.9%

   RETIREMENT SAVINGS CREDIT – 48.4%

   AMOUNT OF EIC – 40.5%

   AMOUNT OF RECOVERY REBATE CREDIT – 40%




                  NTTC Training 2009     8
JOE'S MINI SURVEY
Asked Lead Instructors

•   WHAT TOPICS DO NEW TAX CONSULTANTS HAVE
    THE MOST DIFFICULTY WITH?
     –   HOH
     –   QUALIFYING RELATIVE
     –   EIC
     –   PENSIONS WITH UNDETERMINED TAXABLE
         AMOUNT
     –   DISTINGUISHING PUBLIC VS PRIVATE
         PENSIONS




                  NTTC Training 2009        9
JOE'S MINI SURVEY

•   WHAT TOPICS ARE INSTRUCTORS LEAST
    COMFORTABLE TEACHING?
     –   QUALIFYING RELATIVE
     –   PRIVACY
     –   DEBT FORGIVENESS
     –   ITEMIZED DEDUCTIONS
     –   QUALITY REVIEW




                   NTTC Training 2009   10
JOE'S MINI SURVEY

•    WHAT TOPICS ARE OF VALUE TO
    “EXPERIENCED” INSTRUCTORS THAT SHOULD BE
    ADDED TO THE NOVEMBER TRAINING?
     –   NYS CREDITS THAT DON'T CARRY OVER
         FROM FED
     –   TAXABLE PORTION OF PENSIONS
     –   IRA NON-DEDUCTIBLE AMOUNTS
     –   TAX EXEMPT INTEREST




                  NTTC Training 2009         11
JOE'S MINI SURVEY

•   ARE THERE TAX WISE TOPICS THAT NEED
    ADDITIONAL EMPHASIS OR CLARIFICATION?
     –   LINKING AND WHEN TO USE SCRATCH
         PADS
     –   AMENDMENTS




                  NTTC Training 2009        12
National Tax Training Committee



  QUESTIONS?




            NTTC Training 2009   13

				
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