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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 10-13-2018

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule A) Itemized Deductions 2018 10-09-2018
** Draft ** Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040), Itemized Deductions 2018 10-09-2018
  Publ 1084 VITA/TCE IRS Volunteer Site Coordinator Handbook 1018 10-09-2018
** Draft ** Inst 1099-MISC Instructions for Form 1099-MISC, Miscellaneous Income 2019 10-09-2018
  Publ 4011 VITA/TCE Foreign Student and Scholar Volunteer Resource Guide 1018 10-11-2018
  Publ 4012 VITA/TCE Volunteer Resource Guide 1018 10-11-2018
  Publ 4396-A Partner Resource Guide 1018 10-11-2018
  Publ 4696 (PR) VITA/TCE Puerto Rico Resource Guide 1018 10-11-2018
  Publ 5088 Site Coordinator Training 1018 10-11-2018
  Publ 5166 IRS Volunteer Quality Site Requirements 1018 10-10-2018
** Draft ** Form W-4 Employee's Withholding Allowance Certificate 2019 10-12-2018

Updates 10-06-2018

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 Instructions for Form 1040, U.S. Individual Income Tax Return 2018 09-26-2018
** Draft ** Inst 1040 (Schedule B) Instructions for Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends 2018 09-19-2018
** Draft ** Inst 1040 (Schedule C) Instructions for Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship) 2018 09-19-2018
** Draft ** Inst 1040 (Schedule E) Instructions for Schedule E (Form 1040), Supplemental Income and Loss 2018 09-19-2018
  Inst 1094-B and 1095-B Instructions for Forms 1094-B and 1095-B 2018 09-28-2018
  Inst 1094-C and 1095-C Instructions for Forms 1094-C and 1095-C 2018 09-28-2018
  Form 1095-A Health Insurance Marketplace Statement 2018 09-27-2018
  Inst 1095-A Instructions for Form 1095-A, Health Insurance Marketplace Statement 2018 09-27-2018
  Form 1095-B Health Coverage 2018 09-27-2018
  Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2018 09-27-2018
** Draft ** Form 1099-DIV Dividends and Distributions (Info Copy Only) 2019 09-17-2018
** Draft ** Inst 1099-INT and 1099-OID Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount 2019 09-19-2018
** Draft ** Inst 1099-LTC Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits 2019 09-26-2018
  Publ 3676-A (EN-SP) IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) 1018 09-18-2018
  Publ 4299 Privacy, Confidentiality, and Civil Rights - A Public Trust 0918 09-19-2018
  Publ 4491 VITA/TCE Training Guide 1018 10-02-2018
  Publ 4695 (PR) VITA/TCE Puerto Rico Volunteer Test 1018 10-05-2018
  Publ 4704-FS Foreign Student and Scholar Test 1018 10-04-2018
  Publ 4731 Screening Sheet for Volunteers Assisting Taxpayers with Form 1099-C 1018 10-02-2018
** Draft ** Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2018 09-25-2018
  Publ 4885 Screening Sheet for Health Savings Accounts (HSA) 1018 10-02-2018
  Publ 4942 VITA/TCE Specialty Course - Health Savings Accounts (HSA) 1018 10-03-2018
  Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 1018 10-04-2018
  Publ 5157-A VITA/TCE Affordable Care Act - Taxpayer Scenarios 1018 10-05-2018
  Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1018 10-03-2018
** Draft ** Inst 8867 Instructions for Form 8867, Paid Preparer's Earned Income Credit Checklist 2018 09-26-2018
** Draft ** Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2018 10-05-2018
** Draft ** Inst 8965 Instructions for Form 8965, Health Coverage Exemptions 2018 10-02-2018

Updates 09-15-2018

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1094-B and 1095-B Instructions for Forms 1094-B and 1095-B 2018 09-10-2018
** Draft ** Inst 1094-C and 1095-C Instructions for Forms 1094-C and 1095-C 2018 09-11-2018
** Draft ** Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2019 09-10-2018
  Form 1099-INT Interest Income (Info Copy Only) 2018 09-14-2018
  Form 1099-INT Interest Income (Info Copy Only) 2019 09-13-2018
** Draft ** Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2019 09-07-2018
  Publ 5088 Site Coordinator Training 1018 09-10-2018
** Draft ** Inst 8867 Instructions for Form 8867, Paid Preparer's Earned Income Credit Checklist 2018 09-11-2018

Updates 09-01-2018

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule D) Capital Gains and Losses 2018 08-21-2018
  Publ 4757 Individual Taxpayer Identification Number (ITIN) 1018 08-30-2018
** Draft ** Form 4868 (SP) Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) 2018 08-20-2018
** Draft ** Form 8949 Sales and other Dispositions of Capital Assets 2018 08-21-2018
** Draft ** Form 8965 Health Coverage Exemptions 2018 08-27-2018

Updates 08-18-2018

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 U.S. Individual Income Tax Return 2018 08-13-2018
** Draft ** Form 1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship) 2018 07-12-2018
** Draft ** Form 1040 (Schedule E) Supplemental Income and Loss 2018 07-16-2018
** Draft ** Inst 1098-E and 1098-T Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement 2019 08-16-2018
** Draft ** Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2019 08-08-2018
  Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2018 08-03-2018
** Draft ** Form 1099-MISC Miscellaneous Income (Info Copy Only) 2019 08-08-2018
** Draft ** Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2018 08-10-2018
  Form 13614-C Intake/Interview & Quality Review Sheet 1018 08-08-2018
  Form 13614-C (SP) Intake/Interview & Quality Review Sheet (Spanish Version) 1018 08-08-2018
  Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1018 08-09-2018
  Form W-2 Wage and Tax Statement (Info Copy Only) 2018 08-13-2018
** Draft ** Form W-4 Employee's Withholding Allowance Certificate 2019 06-05-2018
** Draft ** Form 1040 (Schedule 6) Foreign Address and Third Party Designee 2018 08-13-2018

Updates 07-31-2018

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 U.S. Individual Income Tax Return 2018 07-30-2018
** Draft ** Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2018 07-30-2018
** Draft ** Form 1040 (Schedule 2) Tax 2018 07-30-2018
** Draft ** Form 1040 (Schedule 3) Non-refundable Credits 2018 07-30-2018
** Draft ** Form 1040 (Schedule 4) Other Taxes 2018 07-30-2018
** Draft ** Form 1040 (Schedule 5) Other Payments and Refundable Credits 2018 07-30-2018
** Draft ** Form 1040 (Schedule 6) Foreign Address and Third Party Designee 2018 07-30-2018
** Draft ** Form 1040 (Schedule B) Interest and Ordinary Dividends 2018 07-16-2018
** Draft ** Form 1095-A Health Insurance Marketplace Statement 2018 07-27-2018
** Draft ** Form 1095-B Health Coverage 2018 07-31-2018
** Draft ** Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2018 07-25-2018
** Draft ** Form 1098-E Student Loan Interest Statement (Info Copy Only) 2019 07-25-2018
  Form 1098-E Student Loan Interest Statement (Info Copy Only) 2018 07-16-2018
** Draft ** Form 1098-T Tuition Statement (Info Copy Only) 2019 07-17-2018
  Form 1098-T Tuition Statement (Info Copy Only) 2018 07-16-2018
  Form 1099-DIV Dividends and Distributions (Info Copy Only) 2018 07-17-2018
** Draft ** Inst 1099-DIV Instructions for Form 1099-DIV, Dividends and Distributions 2018 07-30-2018
  Form 1099-INT Interest Income (Info Copy Only) 2018 07-17-2018
  Form 1099-MISC Miscellaneous Income (Info Copy Only) 2018 07-25-2018
  Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2018 07-25-2018
  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 2018 07-16-2018
  Publ 5247 Volunteer Income Tax Assistance (VITA) Terms and Conditions 0518 07-27-2018
** Draft ** Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2018 07-25-2018
** Draft ** Form 8332 Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent 1018 07-19-2018
** Draft ** Form 8867 Paid Preparer's Earned Income Credit Checklist 2018 07-27-2018
** Draft ** Form 8962 Premium Tax Credit 2018 07-16-2018

Updates 07-14-2018

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule A) Itemized Deductions 2018 07-10-2018
** Draft ** Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2018 07-11-2018
** Draft ** Form 1099-A Acquisition or Abandonment of Secured Property (Info Copy Only) 2019 07-09-2018
** Draft ** Form 1099-C Cancellation of Debt (Info Copy Only) 2019 07-13-2018
** Draft ** Form 1099-LTC Long Term Care and Accelerated Death Benefits 2019 07-13-2018
** Draft ** Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts 2018 07-09-2018

Updates 07-07-2018

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 U.S. Individual Income Tax Return 2018 06-29-2018
** Draft ** Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2018 06-29-2018
** Draft ** Form 1040 (Schedule 2) Tax 2018 06-29-2018
** Draft ** Form 1040 (Schedule 3) Non-refundable Credits 2018 06-29-2018
** Draft ** Form 1040 (Schedule 4) Other Taxes 2018 06-29-2018
** Draft ** Form 1040 (Schedule 5) Other Payments and Refundable Credits 2018 06-29-2018
** Draft ** Form 1040 (Schedule 6) Foreign Address and Third Party Designee 2018 06-29-2018
** Draft ** Form 1099-INT Interest Income (Info Copy Only) 2019 05-16-2018
** Draft ** Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2018 06-08-2018
** 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 2018 06-29-2018
** Draft ** Form W-2G Certain Gambling Winnings 2019 06-18-2018

Updates 06-25-2018

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 5027 Identity Theft Information for Taxpayers 0518 06-08-2018
Publ 5247 Volunteer Income Tax Assistance (VITA) Terms and Conditions 0518 05-14-2018

Updates 05-12-2018

Selected New/Updated IRS Forms / Publications
Product Number Title Revision Date Posted Date
Publ 1101 Application Package and Guidelines for Managing a TCE Program 0418 05-04-2018
Publ 4671 VITA Grant Program Overview and Application Instructions 0418 04-26-2018
Publ 4883 Grant Programs Resource Guide for VITA Volunteer Income Tax Assistance and TCE Tax Counseling for the Elderly 0518 05-11-2018
Publ 5220 VITA/TCE Volunteer Site Scope & Referral Chart 0318 04-23-2018
Publ 5245 Tax Counseling for the Elderly (TCE) Program Terms and Conditions 0318 04-30-2018

OneSupport New/Updated Articles
Category Section Article / Attachment(s)
Communication SMT Roundup SMT Roundup 04/19/18
Special Reports National All Active Sites National All Active Sites Report 04/19/2018
Special Reports National Master SIDN National Master SIDN 04/19/2018
Special Reports National All Prospects National All Prospect 04/19/2018