CyberTax TY2015-05

February 22, 2016

To: All Volunteers of AARP Foundation Tax-Aide (with a valid email address in our system)

From: Jackie Lynn Coleman, Assistant National Director, Training and Quality Assurance, AARP Foundation Tax-Aide

Subject : CyberTax TY2015-05: Volunteer Tax Alert 02: Publication 4012 and 4011 changes, and Spanish Link & Learn

In brief, this alert covers:

  • A correction to the Spanish Link & Learn Taxes
  • Two changes to the Publication 4012, VITA/TCE Volunteer Resource Guide, (Legislative Extenders tab and ACA tab, including 2015 TaxWise screen shots)
  • Corrections to the income codes in Publication 4011, Foreign Student and Scholar Resource Guide.

It is important to review this information before preparing returns. Please note that the Publication 4012 changes were also addressed in the December 30, February 3 and 17 SMT Roundups and are also in an OSHC article. It is understood that the updated information about Publication 4012 has been released several times, however the IRS has suggested that we release again.

To review the full Volunteer Tax Alert click here.

Remember the Volunteer Tax Alerts must be available at the site either electronically or by hard copy according to the IRS Quality Site Requirement number four.