Training 

Training and professional development opportunities are essential for NHASFAA to fulfill our mission to engage, educate, and empower New Hampshire financial aid professionals. 

NHASFAA strives to create a culture of learning for all members to expand knowledge and develop skills.

24/25 Tax Training Webinar Series

Presenter: Robert Weinerman, Iron Bridge Resources

One registration, registers you for all 3 events. You may attend any number of the events.

Please note: This agenda is tentative and subject to change, due to the slow rollout of information about 2025-2026 processing by the Department of Education. Topics may be moved from one webinar to another based on the information available.

Webinar 1 – V1 Verification in 2025-2026 October 9, 2024, 10:00 AM to 12:00 PM Eastern Time
We’ll start this year’s tax training with a look at V1 verification. We’ll begin with the 2025-2026 FAFSA data elements to be verified and the documentation that schools must collect to review these items, and we’ll point out the changes in V1 verification from 2024-2025. We’ll then look at the 2023 tax return, locating all the FAFSA data that appear there, with a specific focus on which items may create conflicting information, and how to resolve conflicting information you may find there.

Webinar 2 – Pseudoverification and Tax-related Comment Codes October 24, 2024, 10:00 AM to 12:00 PM Eastern Time
In the second webinar of this three-part training series, we’ll look at some of the pseudoverification comment codes that are tax related, discuss what they mean, and explore what you’ll need to do if an ISIR contains them. These include comment codes related to the Foreign Earned Income Exclusion and Maximum Pell, high income US tax non-filers, foreign income earners who do not file tax returns, etc. We will also look at when a person is required to file a United States tax return, information necessary to address people who state that they did not file a tax return for reasons other than low income.

Webinar 3 – What’s New, Filing Status, and Amended Tax Returns December 16, 2024, 10:00 AM to 12:00 PM Eastern Time
The third webinar in this year’s tax training was intentionally scheduled for later in the fall, so we will have an opportunity to review any changes and surprises shared by the Department of Education since the October webinars. We will also look at what the correct filing status for a taxpayer is, and how to use Form 1040-X or a tax account transcript to update ISIR data after we learn that an amended tax return has been filed.

Register

Additional registration through zoom is required. Instructions provided with confirmation.

NHASFAA members can view past virtual trainings by clicking below.

Recorded Trainings