Impact Coalition (MEIC)

State of Michigan and Common Form City Income Taxes

The following resources were created by MEIC members and partners to use in training of volunteers for State of Michigan and Common Form City income taxes for Tax Year 2017. While these resources are free to use and access, we ask that you respect the work of our volunteer members and do not use these training materials for any for-profit use. If you make any changes to these documents (or come up with answers to any of the testing quizzes or supplements), please share them with Ross H. Yednock. If you find value in these resources, we also ask that you consider joining the MEIC. Membership is free and helps support free tax and asset building practitioners and policy in Michigan.

 

NOTE: The year in parentheses in the links of MEIC member materials below indicate the most recent year in which the document was used during the MEIC State & City Tax Training.

2020 Federal VITA/TCE Training Resources

vitaresources.net is a page created by Mary Meador from Florida that has links to study guides, the Taxpayer Opportunity Network VITA Train, the Colorado TaxAide Tools page and many more excellent training and resources for volunteers and site coordinators.

For people preparing to take the exam, you can check out these resources from Mary:

 

2020 Michigan Tax & Total Household Resources Presentation Recordings, Slides or Handouts

Michigan SALT Training 101 (Recording)
MEIC SALT 101 2020 (PDF of Slides)

Michigan SALT Training 102 (Recording)
Michigan Basics 102 Entering Data in TaxSlayer (PDF of Slides)
Michigan SALT Training 102 (Recording in TaxSlayer Practice Lab)
Demonstration Return TY19 (PDF of Form)

MEIC presentation (2) (PDF of Slides)
2020 MEIC – Treasury Handout – 11.12.2020 (2) (PDF of Handout)

Impact of COVID-19 on Taxes and Michigan Pension Adjustments (Recording)
COVID-19 Slides Handout (PDF of Slides)
Pension Income Tax Slides Handout (PDF of Slides)
2020 Pension-Retirement chart (PDF)
Schedule 1_Michigan Additions and Subtractions(2019) (PDF of Forms)
MI-1040_Michigan Individual Income Tax Return(2019) (PDF of Form)

Michigan Total Household Resources (THR) and THR Quizzes (Recording)
Michigan THR Slides (PDF of Slides)
THR Quizzes (PDF of Slides)
MI-1040CR_Michgan Homestead Property Tax Credit Claim(2019) (PDF of Form)
MI-1040CR-7_Michigan Home Heating Credit Claim(2019) (PDF of Form)

Michigan City Tax Training
Common Form Video Training (Recording by the Capital Area United Way)
City of Detroit (Link to Dropbox of videos recorded by the Accounting Aid Society)
City Taxes Q&A (Recording)
2019 Detroit City Taxes 01-12-2020 (PowerPoint prepared by Darryl Seim using 2019 TaxSlayer)
2019 MI CITIES 1-13-2020 (PowerPoint prepared by Darryl Seim using 2019 TaxSlayer)
Detroit Income Tax Crib Sheet 1-11-2020 (Excel File prepared by Darryl Seim)

Previous Year Presentations Slides or Handouts

Resident Tribal Taxes by Nottawaseppi Huron Band of the Potawatomi 2018 (PDF)
Michigan Dept of Treasury PowerPoint 2019 (PDF)
Michigan Department of Treasury Handout I (MS Word)
Michigan Department of Treasury Handout II (MS Word)
Michigan Dept of Treasury Retirement & Pension Benefit Chart 2019 (MS Word)
Total Household Resources PowerPoint from Accounting Aid Society 2019 (PDF)
Total Household Resources Quizzes from Accounting Aid Society 2019 (PDF)
CEDAM Powerpoint (PDF)


Past Year City (Common Form) Resources

City Common Form Presentation (PDF form 2019 by Capital Area United Way)
City Part Year Residents Worksheet (2017) (MS Excel)
City Part Year Residents Worksheet Example (MS Excel) (from 2017 Presentation)
City Part Year Residents Worksheet Example 2
(MS Excel) (from 2017 Presentation)
Google Drive Folder with Examples in .jpg format (from 2017 Presentation
Michigan City Exemption Handout (MS Word)
Top 10 Mistakes Filing a City Return (PDF)

 

Federal Training Resources
2018 Tax Changes by Topic from the Taxpayer Advocate
2018 Tax Changes by Form from the Taxpayer Advocate
2018 IRS Tax Changes Page


DEAR IRiS (2019)
To access the Dear IRiS Training Resources, click here or go to: http://tinyurl.com/deariris2020
The password to access these resources is the same password used for the TaxSlayer Practice Lab.
Special thanks to Brad Martin of the United Way of Southwest Alabama for this training tool.

 

Sample Intake Tax Documents (Make sure to Update Tax Year on Forms)
Sample W-2 (MS Word)
Peterson W-2 (MS Word)
Peterson 1099-R (MS Word)
Peterson SSA-1099 (MS Word)
Peterson Winter 2017 taxes (MS Word)
Peterson Summer 2017 taxes (MS Word)
Peterson Notes (PDF)
Peterson Consumers Energy Bill (PDF)

 

Tax Site Resources (updated January 25, 2021)
State Intake 2020 BLANK (PDF)
****Link to download Publisher Version
MEIC Alt State Intake Form 2020 (MS Word)
MEIC VITA Business Expense Worksheet 2020 (MS Word)
MEIC CITY INTAKE FORM 2020 (MS Word)
MEIC Scan and Go Taxpayer Coversheet (MS Word)

IRS-Common-Links (MS Word)
How to Request Past Year Transcripts Michigan & IRS (2016) (MS Word)
Information on Michigan Veteran Resources & Tax Tip (2016) (MS Word)
MEIC Website List and Listserv User Guide (MS Word)
EITC-ACTC-Delay Flyer for 2018 Tax Season (PDF) TAX YEAR 2018
****Link to Spanish (and English) Version created by Community Action of Montgomery County MD TAX YEAR 2018
Business Miles Explanation(MS Word)


Other Training Video Resources
Taxpayer Opportunity Network Training Page (2018) NEW!!
West Michigan VITA Training Page with Video Modules (2016) Thank you for Sharing, West Michigan VITA.
Taxpayer Opportunity Network Training Dropbox (2015) Thank you Taxpayer Opportunity Network