IMPORTANT: IF YOU CANNOT PAY THE $65 FEE BY CREDIT CARD, DEBIT CARD, OR PAYPAL, OR NEED TO PAY BY CHECK, PLEASE EMAIL TRAINING@IRONBRIDGERESOURCES.COM FOR INSTRUCTIONS.
The four webinars in this series cover the tax-related information the Department of Education expects financial aid officers to understand, including
---Who is required to file a tax return?
---What is the Correct Filing Status for a Person?
---Where are the verification elements on the 2019 tax forms?
---What are the 2021-2022 qualification requirements for the Simplified Formula and Auto Zero variants, as they relate to Schedule 1
---How is Form 1040X used in verification?
---Income earned from work issues
For the full agenda, see https://ironbridgeresources.com/financial-aid-training-2/.
The general theme of each webinar will be:
Webinar 1 – Verification of Tax Filers
Webinar 2 – Verifying Non-Tax Filers, and Who Must File a Tax Return
Webinar 3 – Filing Status and FAFSA-IRS Marital Status Mismatches
Webinar 4 – Other Issues – Income Earned from Work, The Tax Table Method of Splitting the Income Tax for 2019, and Professional Judgment Related Tax Issues
Each webinar should take about two hours, with time for questions, but has been scheduled with an extra 15 minutes in case there are a lot of questions or if there are technical issues.
Robert Weinerman, the host and presenter, will start each webinar at least 20 minutes early so there is time to help people who have technical issues figure them out. Technical assistance will not be available once the webinar starts.
Handouts for each webinar will be emailed to registrants one or two days before the date of the webinar.
IF YOU WILL ALSO BE PARTICIPATING IN THE CAPFAA BUSINESS AND REAL ESTATE TAX RETURNS TRAINING, YOU WILL RECEIVE AN INVITATION TO REGISTER FOR THAT PROGRAM AFTER YOU REGISTER FOR THIS ONE.
Nov 9, 2020 10:00 AM
Time shows in
Nov 12, 2020 10:00 AM
Nov 17, 2020 10:00 AM
Nov 19, 2020 10:00 AM