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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 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