Transcript Slide 1

ORDERING MATERIALS
Gary Blauth
NJ ADS
AARP Tax-Aide
TOPICS
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Training materials
IRS materials and forms
AARP materials and forms
TRAINING MATERIALS - 1
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Returning volunteers will receive Pub
4491 training package + Pub 17 + 1040
Instructions directly from IRS
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I provided personnel lists to Denise Perry
Instructors will not receive special
materials
TRAINING MATERIALS - 2
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DC will receive training kits for new volunteers
 20 per district + CD’s if you run out of paper kits
 Recommend handing them out at training sessions
DC should order Pub 17 and 1040 Instructions for
new volunteers
IRS Materials & Forms
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DC should order for sites (minimum):
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Intake/Interview and Quality Review Sheet
(Form 13614-C) – 1 per taxpayer
AARP ordering
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Several ways to order AARP materials &
forms:
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Order through Tax-Aide Portal
Use form on AARP Extranet
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Email
Fax
Postal mail
AARP Web-based ordering
 Access through Volunteer Portal, 24 x 7
 Web form delivered directly to AARP Fulfillment
 Optional use by any Volunteer Leader that orders materials
 Suggested and maximum ordering quantity alert pop ups
 Ability to ship to locations other than volunteer’s address
 Confirmation of order receipt
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AARP Web-based ordering
(continued)
 Web-based ordering is now available
 Access through Volunteer Portal at https://volunteers.aarp.org
(click to log-in in the upper right corner)
 Training materials and system utilization information is
available on the Extranet at www.aarp.org/taxaide
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Where to find forms
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AARP TaxAide extranet:
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www.aarp.org/tavolunteers
Forms tab
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“AARP Tax-Aide Order Form” – word or pdf
IRS Form 2333V
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Provided to DCs and LCs in email from IRS
Submit by email, or fax to Denise Perry