2016 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 2016. 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.

Michigan Tax & Total Household Resources Presentation Slides or Handouts from November 18, 2016
Total-household-resources-michigan_issues (PDF)
Form-5049 (PDF)
Income & Deductible Chart from 2015 Taxpayer Assistance Manual (PDF)
Cathy & Karl Scenario Handout (PDF)
Taxslayer_& Michigan Returns Handout (PDF)
RAB_2015-18_Income_Tax-Household_Resources_Defined_502159_7 (PDF)
Living Situations PowerPoint (PDF)

City (Common Form) Resources Presentation Slides or Handouts from November 18, 2016
Michigan City PowerPoint Presentation (PDF)
Michigan City Exemption Handout 2016 (MS Word)
Top 10 Mistakes Filing a City Return (PDF)

ITIN & Legslative Changes to 1098-T
Marshal Hunt Presentation Handout (PDF)

Training Resources

MI Credits Starter Exercises TY 2015 (PDF) 2016 Document Not Yet Updated
State-and-City-Optional-Test 2013 Tax Year (PDF) 2016 Document Not Yet Updated
MI Home Heating & Property Tax Problems TY 2015 (PDF) 2016 Document Not Yet Updated
Sample W-2 (MS Word)

Tax Site Resources
MEIC State Intake Sheet TY 2016 (MS Word)
Federal IRS Web Links (PDF) 
Entering Bank Account Info in 2016 (MS Word)
MI Pension-chart  (MS Word)
MI Treasury Pay with Direct Debit Handout (MS Word)
How to Request Past Year Transcripts Michigan & IRS (MS Word)
Information on Michigan Veteran Resources & Tax Tips (MS Word)
Affordable Care Act Helpful Information Sheet (MS Word)
2016-limit-updates (MS Word)
MEIC helpful Websites Handout & Listserv User Guide (MS Word)
Helpful Website Handout 2016 (MS Word)

Training Video Resources
West Michigan VITA Training Page with Video Modules (Thank you for Sharing!)
Taxpayer Opportunity Network Training Dropbox (link to 2015) Thank you Taxpayer Opportunity Network


Updated on November 17, 2016.