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.

 

MATERIALS FROM THE NOVEMBER 22, 2019 TRAINING 

Michigan Tax & Total Household Resources Presentation Slides or Handouts
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)
City Common Form Presentation(PDF)
CEDAM Powerpoint (PDF)

Previous Year Presentations
2018
Michigan Dept of Treasury PowerPoint 2018 (PDF)
Michigan Dept of Treasury Important Information Update 2018 (MS Word)
Michigan Dept of Treasury Retirement & Pension Benefit Chart 2018 (MS Word)
Michigan Dept of Treasury RAB-21 2018 (PDF)
Total Household Resources PowerPoint from Accounting Aid Society 2018 (PDF)
Total Household Resources Quizzes PowerPoint by Accounting Aid Society 2018 (PDF)
Resident Tribal Taxes by Nottawaseppi Huron Band of the Potawatomi 2018 (PDF)
CEDAM PowerPoint on Website Resources (MS PowerPoint)


Past Year City (Common Form) Resources

City Tax Training by Capital Area United Way 2018 (MS PowerPoint)
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
DEAR IRiS Overview (MS Word)
DEAR IRiS (2019)(MS Word)
DEAR IRiS – Teacher’s Edition (2019) (MS Word)

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 15, 2020)
State Intake 2019 BLANK (PDF)
****Link to download Publisher Version
MEIC Alt State Intake Form 2019 (MS Word)
MEIC VITA Business Expense Worksheet 2019 (MS Word)
CITY INTAKE FORM 2019 (MS Word)
MEIC Scan and Go Taxpayer Coversheet 2019 (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