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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 10-19-2019

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. and IRA Contribution Information 2020 10-17-2019
  Publ 5140 Form 6729-C Job Aid 1119 10-16-2019
  Publ 5310 VITA/TCE Tax Return Quality Review Job Aid 1019 10-17-2019

Updates 10-12-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 962 (EN-SP) Life's a little easier with EITC (English/Spanish version) 0919 10-08-2019
** Draft ** Inst 1040 Instructions for Form 1040, U.S. Individual Income Tax Return 2019 10-10-2019
** Draft ** Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2019 10-10-2019
  Form 1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship) 2019 10-08-2019
  Form 1040 (Schedule E) Supplemental Income and Loss 2019 10-08-2019
  Inst 1099-INT and 1099-OID Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount 2019 10-08-2019
  Form 1099-LTC Long Term Care and Accelerated Death Benefits 1019 10-08-2019
  Form 6729-P Partner Return Review Sheet 1019 10-11-2019
** Draft ** Inst 8949 Instructions for Form 8949, Sales and other Dispositions of Capital Assets 2019 10-08-2019
  Form 13614-C (SP) Intake/Interview & Quality Review Sheet (Spanish Version) 1019 10-10-2019

Updates 10-05-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040), Capital Gains and Losses 2019 10-01-2019
  Form 1095-A Health Insurance Marketplace Statement 2019 10-01-2019
  Inst 1095-A Instructions for Form 1095-A, Health Insurance Marketplace Statement 2019 10-01-2019
** Draft ** Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2019 10-01-2019
  Form 1099-DIV Dividends and Distributions (Info Copy Only) 2020 10-03-2019
  Form 1099-DIV Dividends and Distributions (Info Copy Only) 2019 10-04-2019
  Inst 1099-INT and 1099-OID Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount 2020 10-04-2019
** Draft ** Inst 1099-MISC Instructions for Form 1099-MISC, Miscellaneous Income 2020 09-30-2019
  Publ 4011 VITA/TCE Foreign Student and Scholar Volunteer Resource Guide 0919 09-30-2019
  Publ 4012 VITA/TCE Volunteer Resource Guide 1019 10-02-2019
  Publ 4491 VITA/TCE Training Guide 1019 10-03-2019
  Publ 5101 Intake/Interview and Quality Review Training 1019 10-02-2019
  Form 6729-D Site Review Sheet 1019 10-02-2019
  Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1019 10-02-2019

Updates 09-28-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 962 (EN-SP) Life's a little easier with EITC (English/Spanish version) 0919 09-25-2019
  Publ 5088 Site Coordinator Training 1119 09-27-2019
** Draft ** Form W-2G Certain Gambling Winnings 2020 09-26-2019
  Publ 5362 Fact Sheet for VITA/TCE Partners and Volunteers: Continuing Education Credits 0919 09-24-2019
  Publ 5363 Fact Sheet for VITA/TCE Partners and Volunteers Federal Tax Law Update Test for Circular 230 Professionals 0919 09-24-2019

Updates 09-21-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 1084 VITA/TCE IRS Volunteer Site Coordinator Handbook 1019 09-16-2019
** Draft ** Inst 1098-E and 1098-T Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement 2020 09-20-2019
  Form 1099-INT Interest Income (Info Copy Only) 2020 09-16-2019
  Form 1099-INT Interest Income (Info Copy Only) 2019 09-16-2019
** Draft ** Inst 1099-LTC Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits 1019 09-16-2019
  Publ 3676-A (EN-SP) IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) 0919 09-16-2019
** Draft ** Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2019 09-17-2019
** Draft ** Form 4868 (SP) Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) 2019 09-17-2019
  Publ 5166 IRS Volunteer Quality Site Requirements 1019 09-16-2019

Updates 09-14-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 U.S. Individual Income Tax Return 2019 09-11-2019
** Draft ** Form 1040 (Schedule 4) Other Taxes 2018 09-09-2019
** Draft ** Form 1040 (Schedule 5) Other Payments and Refundable Credits 2018 09-09-2019
** Draft ** Form 1040 (Schedule 6) Foreign Address and Third Party Designee 2018 09-09-2019
  Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2019 09-13-2019
  Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2020 09-12-2019
  Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 0819 09-11-2019
  Publ 5088 Site Coordinator Training 1019 09-10-2019
** Draft ** Form 1040-SR U.S. Tax Return for Seniors 2019 09-11-2019
  Publ 5358 Fact Sheet for SPEC Partners and Employees Filing Season 2020: VITA/TCE Training and Site Materials 0919 09-13-2019

Updates 09-07-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule 4) Other Taxes 2018 09-05-2019
** Draft ** Form 1040 (Schedule 5) Other Payments and Refundable Credits 2018 09-05-2019
** Draft ** Form 1040 (Schedule 6) Foreign Address and Third Party Designee 2018 09-05-2019
** Draft ** Inst 1040 (Schedule C) Instructions for Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship) 2019 08-29-2019
** Draft ** Form 1040 (Schedule D) Capital Gains and Losses 2019 08-30-2019
** Draft ** Inst 1040 (Schedule E) Instructions for Schedule E (Form 1040), Supplemental Income and Loss 2019 08-28-2019
** 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 2020 08-28-2019
  Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2019 09-04-2019
** Draft ** Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2020 09-05-2019
** Draft ** Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2020 08-30-2019
** Draft ** Form 8965 Health Coverage Exemptions 2018 09-05-2019
** Draft ** Inst 8965 Instructions for Form 8965, Health Coverage Exemptions 2018 09-05-2019
** Draft ** Form W-4 (SP) Employee's Withholding Allowance Certificate (Spanish version) 2020 09-03-2019

Updates 08-24-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1095-A Instructions for Form 1095-A, Health Insurance Marketplace Statement 2019 08-22-2019
** Draft ** Form 1099-MISC Miscellaneous Income (Info Copy Only) 2020 08-20-2019
** Draft ** Inst 8867 Instructions for Form 8867, Paid Preparer's Due Diligence Checklist 2019 08-16-2019

Updates 08-17-2019

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) 2020 08-13-2019
** Draft ** Form 8867 Paid Preparer's Due Diligence Checklist 2019 08-15-2019

Updates 08-10-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship) 2019 08-07-2019
** Draft ** Form 1040 (Schedule E) Supplemental Income and Loss 2019 08-07-2019
** Draft ** Form 8962 Premium Tax Credit 2019 08-09-2019
** Draft ** Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2019 08-09-2019
** Draft ** Form W-4 Employee's Withholding Allowance Certificate 2020 08-08-2019

Updates 08-03-2019

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), Itemized Deductions 2019 08-01-2019
** Draft ** Inst 1040 (Schedule B) Instructions for Schedule B (Form 1040), Interest and Ordinary Dividends 2019 08-01-2019
  Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2020 08-01-2019
** Draft ** Inst 1099-INT and 1099-OID Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount 2020 07-30-2019
** Draft ** Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2019 08-02-2019

Updates 07-27-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule A) Itemized Deductions 2019 07-19-2019
** Draft ** Form 1040 (Schedule B) Interest and Ordinary Dividends 2019 07-24-2019
** Draft ** Form 1098-T Tuition Statement (Info Copy Only) 2020 07-18-2019
** Draft ** Form 1099-C Cancellation of Debt (Info Copy Only) 2020 07-23-2019
** Draft ** Form 1099-LTC Long Term Care and Accelerated Death Benefits 1019 07-18-2019
** Draft ** Form 8949 Sales and other Dispositions of Capital Assets 2019 07-25-2019

Updates 07-16-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
Nothing Interesting
  Publ 17 (SP) Your Federal Income Tax (Spanish version) 2018 04-03-2019
  Publ 962 (SP) Life's a little easier with EITC (Spanish version) 0619 06-18-2019
** Draft ** Form 1040 U.S. Individual Income Tax Return 2019 07-11-2019
** Draft ** Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2019 07-11-2019
** Draft ** Form 1040 (Schedule 2) Tax 2019 07-11-2019
** Draft ** Form 1040 (Schedule 3) Non-refundable Credits 2019 07-11-2019
  Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040), Capital Gains and Losses 2018 05-15-2019
** Draft ** Form 1095-A Health Insurance Marketplace Statement 2019 06-07-2019
** Draft ** Form 1098-E Student Loan Interest Statement (Info Copy Only) 2020 06-18-2019
** Draft ** Form 1099-A Acquisition or Abandonment of Secured Property (Info Copy Only) 2020 07-01-2019
** Draft ** Form 1099-DIV Dividends and Distributions (Info Copy Only) 2020 07-01-2019
** Draft ** Form 1099-INT Interest Income (Info Copy Only) 2020 06-28-2019
  Publ 1101 Application Package and Guidelines for Managing a TCE Program 0419 04-16-2019
  Publ 5245 Tax Counseling for the Elderly (TCE) Program Terms and Conditions 0319 03-12-2019
** Draft ** Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts 2019 07-05-2019
** Draft ** Form 8867 Paid Preparer's Due Diligence Checklist 2019 06-28-2019
** Draft ** Form 1040-SR U.S. Tax Return for Seniors 2019 07-12-2019
  Form 14204 Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet 0319 03-14-2019
** Draft ** Form W-4 Employee's Withholding Allowance Certificate 2020 05-30-2019