Michigan and City Tax Training
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.
Michigan Tax & Total Household Resources Presentation Slides or Handouts (Updated November 27, 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)
Previous Year Presentations
Total Household Resources PowerPoint (2017) (PDF)
THR Quizzes & LivingSituations PowerPoint (2017) (PDF)
Income & Deductible Chart from 2015 Taxpayer Assistance Manual (PDF)
City Tax PowerPoint Presentation (2017) (MS PowerPoint)
City (Common Form) Resources Presentation Slides or Handouts (Updated November 27, 2018)
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 NEW!!
2018 Tax Changes by Form from the Taxpayer Advocate NEW!!
2018 IRS Tax Changes Page NEW!!
ITIN & Legislative Changes to 1098-t Marshal Hunt Presentation Handout (2016) (PDF) (from 2017 Presentation)
DEAR IRiS Overview (2017) (MS Word)
DEAR IRiS Letters (2017) (MS Word)
DEAR IRiS Teacher’s Edition (2017) (MS Word) NEW!!
DEAR IRiS Answers (2017) (MS Word)
MI Credits Starter Exercises TY 2015 (2014) (PDF) Note: This test references Taxwise
State-and-City-Optional-Test 2013 Tax Year (2014) (PDF)
MI Home Heating & Property Tax Problems TY 2015 (2015) (PDF) Note: This test references Taxwise
Sample Intake Tax Documents
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
MEIC State Intake Form for 2018 TY (PDF) NEW!!
****Link to download Publisher Version
MEIC Alternative State Intake Form 2018 TY (MS Word) NEW!!
CITY INTAKE FORM 2018 (MS Word) NEW!!
EITC-ACTC-Delay Flyer for 2018 Tax Season (PDF)
****Link to Spanish (and English) Version created by Community Action of Montgomery County MD
Property Tax Search Online (2017) (PDF)
MEIC VITA Business Expense Worksheet 2018 (MS Word) NEW!!
Business Miles Explanation(MS Word) NEW!!
MEIC Scan and Go Taxpayer Coversheet 2019 (MS Word) NEW!!
IRS Common Links (2017) (MS Word)
Entering Bank Account Info (2016) (MS Word)
MI Treasury Pay with Direct Debit Handout (2016) (MS Word)
How to Request Past Year Transcripts Michigan & IRS (2016) (MS Word)
Information on Michigan Veteran Resources & Tax Tip (2016) (MS Word)
Affordable Care Act Helpful Information Sheet (2016) (MS Word)
Michigan limit-updates (2016) (MS Word)
MEIC Website List and Listserv User Guide (2017) (MS Word)
Training Video Resources (Updated November 27, 2018)
Taxpayer Opportunity Network Training Videos (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