2019 Nationwide Tax Forums
The forums began in July in Washington, D.C at the National Harbor and continued through the summer, ending in San Diego in September. Find more information about the tax forums here. Now is the time to complete your online training, if you could not attend one of the host cities.
The EITC and Refundable Credit office is sponsored the following seminars at the forums:
Learn the Facts about IRS Due Diligence Contacts!
This seminar will help paid preparers learn more about IRS compliance and educational efforts available to meet their due diligence requirements. The session will also include additional training resources and tools available at no charge to participants.
Nationwide Tax Forum Videos - the videos focus on due diligence requirements for CTC/ODC and the exam process.
One Year Later…Tax Cuts and Jobs Act Due Diligence Update
With one filing season complete under the new TCJA legislation, tax professionals continue to have questions regarding its effect on Child Tax Credit/Additional Child Tax Credit/Other Dependents Credit and the Head of Household filing requirements. This presentation provides information on the due diligence requirements and complex relationship issues involving credits and filing status. The session will also include additional training resources and tools available at no charge to participants.
2018 Nationwide Tax Forums
Get Ready for the Tax Cuts and Jobs Act New Due Diligence Requirements
This session will discuss new head-of-household requirements, the expansion of due diligence to returns claiming head-of-household filing status, changes to child tax credit, including the increase of the credit amount, new Child Tax Credit income phase-out limits and the Social Security number requirement. Check out this session to find out more about the new non-refundable Credit for Other Dependents and the repeal of personal and dependent exemptions.
Plan to attend and watch this page for more information about your opportunities to provide your ideas, suggestions and feedback to the EITC and Refundable Credit office at the tax forums.
IRS Nationwide Tax Forums Online
The IRS Nationwide Tax Forums Online (NTFO) provides courses based on taped seminars from previous IRS Nationwide Tax Forums. NTFO courses may be taken for either CPE credit or audit.