Class Slides

Presentation slides and documents used during class are found here.
Training classes begin in November, see the Events Calendar for details.


Note: Slide sets are posted right before scheduled class.
SelectionFile type iconFile nameDescriptionSizeRevisionTimeUser
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Welcome & Introductions. Lectures on Volunteer Site Policies & Procedures; Standards of Conduct; Screening & Interviewing; Quality Reviewing; Introduction to Tax Law and 1040 Overview. Introduction to TaxSlayer Software, creating a Practice Lab ID and a walk-through of a typical return. Overview of websites & IRS Publications we use. Lectures & demo only. Laptops will be made available on Day 2.    Nov 12, 2018, 8:44 AM Michael Virgilio
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Review and quiz on previous session. Lecture and quizzes on Filing Basics, Filing Status and Dependents. Students will practice on logging into the Practice Lab and will prepare a simple return.  Nov 14, 2018, 12:26 PM Middlesex NJ Taxaide
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Lectures on Dependents and Dependent Tools, Income Basics, Wages, Int/Div, State Tax Refunds, Alimony, and Unemployment. Students will work independently on a return which will include the day's lecture material. Homework: Read Pub 4491, Section 9 (Income), finish Baker problem and try Conway problem at home. Take home quiz on Income, wages, interest and Dividends will be given to complete at home.  Nov 26, 2018, 1:21 PM Michael Virgilio
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Review Income, Interest/Dividends Quizzes. Lectures on Retirement Income (IRA's & Pensions), Education benefits, and Business Income. Independent work on two returns in class: Caldwell. Homework: Pub 4491, 10-1 to 12-14, finish Caldwell. Take Business Income Quiz and try Gallo problem at home, review video tutorials 8 & 9.   Nov 28, 2018, 4:02 PM Michael Virgilio
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Quiz Review. Lectures on Social Security, Capital Gains, Sale of home,Rents & Royalty, K1 and Other Income. Independently work on Davenport problem, includes the day's topics. Homework: Pub 4491, pp 13-1 to 16-24. Dom McCook problems & take Capital Gains Quiz at home  Dec 4, 2018, 5:28 AM Middlesex NJ Taxaide
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Review Cap Gains Quiz. Lectures on Adjustments to Income, Standard & Itemized Deductions, Credits, Other Taxes and Payments. Independent work on Davenport Part 2 and Thompson. Homework: Pub 4491, Chapters 18, 20, 21, 23-32, do Deductions quiz and complete Thompson return at home.  Dec 4, 2018, 4:45 PM Michael Virgilio
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Review Deductions Quiz. Lectures on Other Taxes, Kiddie Tax, EIC, ACA, Finishing the Return, Final Steps and Taking the Test. Work independently on Davis Problem (NTTC book).  Middlesex NJ Taxaide