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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 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