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Updated Resources

The following sources are periodically scanned for updates:
- IRS Forms and Publications
- Tax-Aide Portal OneSupport repository (No longer scanned - use Portal Library tab)

Based on thse scans, the following list of interesting items is updated (updates are in reverse chronological order).

See also: All TaxPrep4Free IRS References

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Updates 04-17-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 974 Premium Tax Credit (PTC) 2020 04-16-2021
  Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2020 04-14-2021

Updates 04-10-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 525 Taxable and Nontaxable Income 2020 04-08-2021
  Publ 1101 Application Package and Guidelines for Managing a TCE Program 0421 04-05-2021
  Publ 5509 Volunteer Income Tax Assistance (VITA) High School, College & University Flyer 0421 04-09-2021

Updates 04-03-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Publ 525 Taxable and Nontaxable Income 2020 03-29-2021
  Publ 5089-A (SP) Financial Institutions - Using Volunteer Income Tax Assistance - VITA to Serve the Community (Spanish Version) 1020 04-02-2021
  Publ 5503 Fact Sheet: IRS Loaned Equipment for VITA/TCE Partners 0321 04-01-2021
  Publ 5506 Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) Volunteer Income Tax Assistance and Tax Counseling for the Elderly High School, College, and University Powerpoint Prese 0421 04-02-2021

Updates 03-27-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 590-B Distributions from Individual Retirement Arrangements (IRAs) 2020 03-27-2021
  Publ 962 (SP) Life's a little easier with EITC (Spanish version) 0321 03-23-2021

Updates 03-20-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 5089 Credit Unions - Using Volunteer Income Tax Assistance - VITA to serve the community 1220 03-16-2021

Updates 03-13-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Publ 974 Premium Tax Credit (PTC) 2020 03-09-2021
  Form 1099-DIV Dividends and Distributions (Info Copy Only) 2021 03-08-2021
** Draft ** Form W-4P Withholding Certificate for Pension or Annuity Payments 2022 03-12-2021

Updates 03-06-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 590-A Contributions to Individual Retirement Arrangements (IRAs) 2020 03-05-2021
  Form 6729-P Partner Return Review Sheet 0221 03-04-2021
  Form 8915-C Qualified 2018 Disaster Retirement Plan Distributions and Repayments 2020 03-01-2021
  Inst 8915-C Instructions for Form 8915-C, Qualified 2018 Disaster Retirement Plan Distributions and Repayments 2020 03-02-2021
  Form 8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments 2020 03-01-2021
  Inst 8915-D Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments 2020 03-05-2021

Updates 02-27-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 8915-C Qualified 2018 Disaster Retirement Plan Distributions and Repayments 2020 02-26-2021
** Draft ** Form 8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments 2020 02-26-2021

Updates 02-27-2021 (missed previously)

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1040-SR U.S. Tax Return for Seniors 2020 12-10-2020
  Form 7202 Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals 2020 01-15-2021
  Inst 7202 Use Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals, to figure the amount to claim for qualified sick and family leave equivalent credits under the Families Fi 2020 01-28-2021
  Form 8915-C Qualified 2018 Disaster Retirement Plan Distributions and Repayments 2020 02-09-2021
  Inst 8915-C Instructions for Form 8915-C, Qualified 2018 Disaster Retirement Plan Distributions and Repayments 2020 02-09-2021
  Form 8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments 2020 02-09-2021
  Inst 8915-D Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments 2020 02-09-2021
  Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments 2020 02-11-2021
  Inst 8915-E Instructions for Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Use for Coronavirus-Related Distributions) 2020 02-11-2021

Updates 02-20-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1040-X Amended U.S. Individual Income Tax Return 0120 02-19-2021
  Inst 1040-X Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return 0120 02-18-2021
  Publ 2043 IRS Refund Information Guidelines for the Tax Preparation Community 0121 02-19-2021
  Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2020 02-19-2021

Updates 02-13-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 17 Your Federal Income Tax (For Individuals) 2020 02-11-2021
  Publ 525 Taxable and Nontaxable Income 2020 02-06-2021
  Publ 974 Premium Tax Credit (PTC) 2020 02-08-2021
  Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2020 02-10-2021
  Publ 4012 VITA/TCE Volunteer Resource Guide 0121 02-11-2021
  Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2020 02-11-2021
** Draft ** Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2020 02-11-2021
  Form 13614-C (SP) Intake/Interview & Quality Review Sheet (Spanish Version) 1020 02-06-2021

Updates 02-06-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 962 Life's a little easier with EITC 1220 02-01-2021
  Form 1040-ES Estimated Tax for Individuals 2021 02-04-2021
  Publ 4491-X VITA/TCE Training Supplement 0121 02-01-2021
  Publ 5140 Job Aid: Partner Site & Return Reviews 0121 02-01-2021
** Draft ** Form 8915-E Qualified 2020 Disaster Retirement Plan Distributions and Repayments 2020 02-02-2021

Updates 01-30-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 17 (SP) Your Federal Income Tax (Spanish version) 2020 01-28-2021
  Inst 8949 Instructions for Form 8949, Sales and other Dispositions of Capital Assets 2020 01-28-2021
** Draft ** Form W-4P Withholding Certificate for Pension or Annuity Payments 2022 01-29-2021

Updates 01-23-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 17 Your Federal Income Tax (For Individuals) 2020 01-20-2021
** Draft ** Publ 525 Taxable and Nontaxable Income 2020 01-19-2021

Updates 01-16-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 17 Your Federal Income Tax (For Individuals) 2020 01-15-2021
  Inst 1040 (Schedule C) Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) 2020 01-13-2021
  Inst 1040 (Schedule E) Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss 2020 01-14-2021
  Inst 1099-R and 5498 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2021 01-12-2021
  Publ 4152 Electronic Toolkit for Nonresident Alien VITA/TCE Sites 1020 01-14-2021
  Form 4868 (SP) Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) 2020 01-12-2021
  Publ 5089-A Financial Institutions - Using Volunteer Income Tax Assistance - VITA to serve the community 1020 01-13-2021
  Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2020 01-15-2021
  Publ 5395 Fact Sheet for SPEC Partners VITA/TCE Scope and Product Change Requests 1220 01-13-2021
  Form 15273 Virtual VITA/TCE Plan 1220 01-13-2021

Updates 01-09-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2020 01-06-2021
  Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions 2020 01-06-2021
  Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses 2020 01-05-2021
  Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2020 01-08-2021
  Publ 4961 (SP) Normas de Conducta para los Voluntarios en los VITA/TCE - Entrenamiento de Etica 1020 01-07-2021
  Form W-4 (SP) Employee's Withholding Certificate (Spanish version) 2021 01-05-2021

Updates 01-03-2021

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2020 12-31-2020
  Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2020 12-30-2020
  Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2021 12-30-2020
  Publ 4152 Electronic Toolkit for Nonresident Alien VITA/TCE Sites 1020 12-28-2020
  Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2020 12-28-2020
  Form W-4 Employee's Withholding Certificate 2021 12-31-2020
  Form W-4P Withholding Certificate for Pension or Annuity Payments 2021 12-31-2020
  Publ 5089-A Financial Institutions - Using Volunteer Income Tax Assistance - VITA to serve the community 1020 12-29-2020

Updates 12-26-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1040 (Schedule D) Capital Gains and Losses 2020 12-22-2020

Updates 12-19-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2020 12-15-2020
  Publ 4555-E VITA/TCE e-instructor guidance 1020 12-16-2020
** Draft ** Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2020 12-16-2020
  Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2020 12-18-2020
  Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2020 12-14-2020
  Form W-2 Wage and Tax Statement (Info Copy Only) 2020 12-17-2020
  Form W-2 Wage and Tax Statement (Info Copy Only) 2021 12-17-2020
  Form W-2G Certain Gambling Winnings 0121 12-16-2020
  Form W-4 (SP) Employee's Withholding Certificate (Spanish version) 2021 12-15-2020
  Form W-4 (SP) Employee's Withholding Certificate (Spanish version) 2020 12-16-2020
  Publ 5450 VITA/TCE Site Operations 1220 12-16-2020
  Publ 5466 Ten Reminders To Keep You And Others Safe at VITA/TCE Sites 1220 12-14-2020
  Publ 5471 Fact Sheet: Disclosure and Use of Tax Information Â? Internal Revenue Code (IRC) 7216 Requirements for VITA/TCE Partners 1120 12-16-2020

Updates 12-12-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 17 Your Federal Income Tax (For Individuals) 2020 12-09-2020
  Form 1040 U.S. Individual Income Tax Return 2020 12-10-2020
** Draft ** Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2020 12-09-2020
  Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2020 12-09-2020
  Form 1040 (Schedule 2) Additional Taxes 2020 12-10-2020
  Form 1040 (Schedule 3) Additional Credits and Payments 2020 12-10-2020
  Form 1040 (Schedule A) Itemized Deductions 2020 12-08-2020
  Form 1040 (Schedule D) Capital Gains and Losses 2020 12-11-2020
  Publ 5299 VITA/TCE Quality Review Refresher 1120 12-11-2020
  Form 8949 Sales and other Dispositions of Capital Assets 2020 12-10-2020
** Draft ** Form W-4 (SP) Employee's Withholding Certificate (Spanish version) 2021 12-08-2020

Updates 12-05-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 (Schedule C) Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) 2020 12-02-2020
  Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2021 12-01-2020
  Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2020 12-01-2020
  Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2020 12-03-2020
  Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2021 12-03-2020
  Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2020 12-02-2020
** Draft ** Form W-2G Certain Gambling Winnings 0121 12-01-2020
  Form W-4 Employee's Withholding Certificate 2021 12-04-2020
  Form W-4 Employee's Withholding Certificate 2020 12-04-2020
  Form W-4P Withholding Certificate for Pension or Annuity Payments 2021 12-03-2020
  Form W-4P Withholding Certificate for Pension or Annuity Payments 2020 12-03-2020

Updates 11-28-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions 2020 11-25-2020
  Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2021 11-23-2020
  Publ 5310 VITA/TCE Tax Return Quality Review Job Aid 1020 11-24-2020
  Inst 8867 Instructions for Form 8867, Paid Preparer's Due Diligence Checklist 2020 11-23-2020

Updates 11-21-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Inst 1040 (Schedule B) Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends 2020 11-18-2020
  Form 1040 (Schedule E) Supplemental Income and Loss 2020 11-16-2020
  Form 1099-DIV Dividends and Distributions (Info Copy Only) 2020 11-18-2020
  Form 1099-DIV Dividends and Distributions (Info Copy Only) 2021 11-17-2020
  Form 1099-MISC Miscellaneous Income (Info Copy Only) 2020 11-20-2020
  Form 1099-MISC Miscellaneous Income (Info Copy Only) 2021 11-19-2020
  Publ 5141 QSS Site Review Job Aid: To be used with Form 6729 1120 11-18-2020
  Form 8867 Paid Preparer's Due Diligence Checklist 2020 11-18-2020
  Form 8962 Premium Tax Credit (PTC) 2020 11-17-2020
  Publ 5380 Fact Sheet: Filing Season 2021: Buying US Savings Bond with Your Tax Refund for VITA/TCE Taxpayers 1120 11-19-2020
  Publ 5381 Fact Sheet: Filing Season 2021: Form 8888 and Series I Savings Bonds for VITA/TCE Partners 1120 11-20-2020

Updates 11-14-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship) 2020 11-13-2020
** Draft ** Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses 2020 11-09-2020
** Draft ** Inst 1040 (Schedule E) Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss 2020 11-13-2020
  Publ 4396-A Partner Resource Guide 1020 11-12-2020
  Publ 5088 Site Coordinator Training 1120 11-10-2020
** Draft ** Inst 8949 Instructions for Form 8949, Sales and other Dispositions of Capital Assets 2020 11-09-2020
  Publ 5451 VITA /TCE Volunteer Orientation 0920 11-10-2020
  Publ 5451-A VITA/TCE Volunteer Orientation With Notes 0920 11-12-2020

Updates 11-07-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1040 (Schedule B) Interest and Ordinary Dividends 2020 11-04-2020
  Form 1098-E Student Loan Interest Statement (Info Copy Only) 2020 11-04-2020
  Inst 1098-E and 1098-T Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement 2020 11-04-2020
  Form 1098-T Tuition Statement (Info Copy Only) 2020 11-04-2020
  Form 1099-A Acquisition or Abandonment of Secured Property (Info Copy Only) 2021 11-04-2020
  Inst 1099-A and 1099-C Instructions for Forms 1099-A and 1099-C, Acquisition or Abandonment of Secured Property and Cancellation of Debt 2021 11-04-2020
  Form 1099-C Cancellation of Debt (Info Copy Only) 2021 11-04-2020
** Draft ** Form 1099-DIV Dividends and Distributions (Info Copy Only) 2021 11-06-2020
** Draft ** Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2021 11-06-2020
  Inst 1099-INT and 1099-OID Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount 2020 11-04-2020
  Publ 3676-A (EN-SP) IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) 1020 11-05-2020
  Publ 5377 Fact Sheet for VITA/TCE Partners and Volunteers 1120 11-04-2020
  Publ 5455 Fact Sheet: Reporting Data Breaches at VITA/TCE Sites for SPEC Partners 1020 11-04-2020

Updates 10-31-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1099-R and 5498 Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2020 10-30-2020
  Publ 4299 Privacy, Confidentiality, and Civil Rights - A Public Trust 1020 10-30-2020
  Publ 5088 Site Coordinator Training 1020 10-30-2020
  Publ 5166 IRS Volunteer Quality Site Requirements 1020 10-30-2020
  Form 15273 Virtual VITA/TCE Plan 0920 10-30-2020

Updates 10-24-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2020 10-23-2020
  Publ 1084 VITA/TCE IRS Volunteer Site Coordinator Handbook 1020 10-22-2020
  Form 1098-E Student Loan Interest Statement (Info Copy Only) 2021 10-20-2020
  Inst 1098-E and 1098-T Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement 2021 10-20-2020
  Form 1098-T Tuition Statement (Info Copy Only) 2021 10-20-2020
** Draft ** Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2021 10-20-2020
  Publ 4396-A Partner Resource Guide 1020 10-23-2020
  Publ 4695 (PR) VITA/TCE Puerto Rico Volunteer Test 0920 10-22-2020
  Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2020 10-19-2020
  Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2020 10-19-2020

Updates 10-17-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule D) Capital Gains and Losses 2020 10-15-2020
  Inst 1094-B and 1095-B Instructions for Forms 1094-B and 1095-B 2020 10-15-2020
  Inst 1094-C and 1095-C Instructions for Forms 1094-C and 1095-C 2020 10-15-2020
  Form 1095-B Health Coverage 2020 10-15-2020
  Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2020 10-15-2020
  Publ 4011 VITA/TCE Foreign Student and Scholar Volunteer Resource Guide 0920 10-16-2020
  Publ 4012 VITA/TCE Volunteer Resource Guide 1020 10-15-2020
  Publ 4491 VITA/TCE Training Guide 1020 10-15-2020
  Publ 4704-FS Foreign Student and Scholar Test 1020 10-15-2020
  Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 1020 10-15-2020
  Publ 5088 Site Coordinator Training 1020 10-10-2020
  Publ 5358 Fact Sheet for SPEC Partners and Employees Filing Season 2020: VITA/TCE Training and Site Materials 0920 10-12-2020
  Form 6729 QSS Site Review Sheet 0920 10-16-2020
  Form 6729-D Site Review Sheet 1020 10-15-2020
  Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1020 10-15-2020
  Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1020 10-15-2020

Updates 10-10-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule D) Capital Gains and Losses 2020 10-08-2020
  Form 1095-A Health Insurance Marketplace Statement 2020 10-08-2020
  Inst 1095-A Instructions for Form 1095-A, Health Insurance Marketplace Statement 2020 10-08-2020
  Publ 4757 Individual Taxpayer Identification Number (ITIN) 0620 10-08-2020
** Draft ** Form 4868 (SP) Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) 2020 10-05-2020
  Publ 5101 Intake/Interview and Quality Review Training 1020 10-07-2020
  Publ 5362 Fact Sheet for VITA/TCE Partners and Volunteers: Continuing Education Credits 0920 10-08-2020
  Publ 5363 Fact Sheet for VITA/TCE Partners and Volunteers Federal Tax Law Update Test for Circular 230 Professionals 0920 10-08-2020
  Form 14446 Virtual VITA/TCE Taxpayer Consent 1020 10-08-2020
** Draft ** Form W-4P Withholding Certificate for Pension or Annuity Payments 2021 10-08-2020
  Publ 5457 TCE Grant Award Notification Required Actions and Other Information 1020 10-06-2020
  Form 15273 Virtual VITA/TCE Plan 0920 10-08-2020

Updates 10-03-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 4299 Privacy, Confidentiality, and Civil Rights - A Public Trust 1020 09-30-2020
  Publ 4696 (PR) VITA/TCE Puerto Rico Resource Guide 0920 09-29-2020
  Publ 4836 (EN-SP) VITA/TCE Free Tax Programs (English and Spanish) 0920 10-02-2020
** Draft ** Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2020 09-30-2020
  Publ 5358 Fact Sheet for SPEC Partners and Employees Filing Season 2020: VITA/TCE Training and Site Materials 0920 09-29-2020
  Publ 5363 Fact Sheet for VITA/TCE Partners and Volunteers Federal Tax Law Update Test for Circular 230 Professionals 0920 09-29-2020
  Form 13614-C Intake/Interview & Quality Review Sheet 1020 09-30-2020
  Form 13614-C (SP) Intake/Interview & Quality Review Sheet (Spanish Version) 1020 09-30-2020
** Draft ** Form W-2G Certain Gambling Winnings 1120 10-01-2020
  Publ 4225-B (EN-SP) Do you like helping others? Volunteer for VITA/TCE (English-Spanish) 0820 09-30-2020

Updates 09-26-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2021 09-24-2020
** Draft ** Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2021 09-24-2020
** Draft ** Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2021 09-22-2020
  Publ 4836 (EN-SP) VITA/TCE Free Tax Programs (English and Spanish) 0920 09-24-2020
  Form 13533 VITA - TCE Partner Sponsor Agreement 0920 09-25-2020
** Draft ** Form W-2 Wage and Tax Statement (Info Copy Only) 2021 09-21-2020

Updates 09-19-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1099-DIV Dividends and Distributions (Info Copy Only) 2021 09-15-2020
** Draft ** Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2021 09-16-2020
  Inst 1099-INT and 1099-OID Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount 2021 09-16-2020
** Draft ** Inst 8867 Instructions for Form 8867, Paid Preparer's Due Diligence Checklist 2020 09-11-2020
  Form 15272 VITA/TCE Security Plan 0920 09-18-2020

Updates 09-05-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1098-E and 1098-T Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement 2021 09-02-2020
** Draft ** Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2020 09-02-2020
** Draft ** Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2020 09-02-2020
  Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1020 09-03-2020

Updates 08-29-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule D) Capital Gains and Losses 2020 08-24-2020
** Draft ** Inst 1099-A and 1099-C Instructions for Forms 1099-A and 1099-C, Acquisition or Abandonment of Secured Property and Cancellation of Debt 2021 08-27-2020
  Form 1099-INT Interest Income (Info Copy Only) 2020 08-25-2020
  Form 1099-INT Interest Income (Info Copy Only) 2021 08-24-2020

Updates 08-22-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 U.S. Individual Income Tax Return 2020 08-19-2020
** Draft ** Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2020 08-19-2020
** Draft ** Form 1040 (Schedule 2) Additional Taxes 2020 08-19-2020
** Draft ** Form 1040 (Schedule 3) Additional Credits and Payments 2020 08-19-2020
** Draft ** Inst 1040 (Schedule E) Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss 2020 08-19-2020
** Draft ** Form 1040-SR U.S. Tax Return for Seniors 2020 08-19-2020
** Draft ** Form 1099-A Acquisition or Abandonment of Secured Property (Info Copy Only) 2021 08-19-2020
** Draft ** Form 1099-C Cancellation of Debt (Info Copy Only) 2021 08-19-2020
** Draft ** Inst 1099-INT and 1099-OID Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount 2021 08-19-2020
** Draft ** Form 1099-MISC Miscellaneous Income (Info Copy Only) 2021 08-19-2020
** Draft ** Form 8962 Premium Tax Credit (PTC) 2020 08-19-2020
  Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1020 08-17-2020
  Form 14310 Partner and Volunteer Sign Up 0720 08-17-2020

Updates 08-15-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions 2020 08-11-2020
** Draft ** Inst 1040 (Schedule B) Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends 2020 08-12-2020
** Draft ** Form 1040 (Schedule E) Supplemental Income and Loss 2020 08-12-2020
** Draft ** Form 8867 Paid Preparer's Due Diligence Checklist 2020 08-11-2020
** Draft ** Form 8949 Sales and other Dispositions of Capital Assets 2020 08-11-2020
  Form 14310 Partner and Volunteer Sign Up 0720 08-10-2020
** Draft ** Form W-4 (SP) Employee's Withholding Certificate (Spanish version) 2021 08-10-2020

Updates 08-09-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2020 08-06-2020

Updates 08-01-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1098-T Tuition Statement (Info Copy Only) 2021 07-30-2020
** Draft ** Form 1099-INT Interest Income (Info Copy Only) 2021 07-30-2020
** Draft ** Form W-4 Employee's Withholding Certificate 2021 07-27-2020

Updates 07-25-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 17 Your Federal Income Tax (For Individuals) 2019 07-20-2020
** Draft ** Form 1095-A Health Insurance Marketplace Statement 2020 07-23-2020
** Draft ** Form 1098-E Student Loan Interest Statement (Info Copy Only) 2021 07-22-2020
** Draft ** Form W-4P Withholding Certificate for Pension or Annuity Payments 2021 07-22-2020

Updates 07-18-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1040 U.S. Individual Income Tax Return 2019 07-13-2020
** Draft ** Form 1040 (Schedule A) Itemized Deductions 2020 07-13-2020
** Draft ** Form 1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship) 2020 07-13-2020
** Draft ** Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2020 07-13-2020

Updates 07-12-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule B) Interest and Ordinary Dividends 2020 07-08-2020
** Draft ** Form 1095-B Health Coverage 2020 07-02-2020
  Publ 5307 Tax Reform: Basics for Individuals and Families 0620 07-02-2020

Updates 06-27-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1020 06-26-2020