Selected IRS Forms/Pubs
Scan Date: 06-25-2022
See Also: Updated Resources
IRS Pages: All Current Forms and Instructions • All Draft Forms and Instructions
| Drafts | ||||
|---|---|---|---|---|
| Note | Product Number | Title | Revision Date | Posted Date |
| ** Draft ** | Inst 7202 | Instructions for Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals | 2021 | 01-06-2022 Upd |
| Regular | ||||
|---|---|---|---|---|
| Note | Product Number | Title | Revision Date | Posted Date |
| Publ 17 | Your Federal Income Tax (For Individuals) | 2021 | 12-17-2021 Upd | |
| Publ 17 (SP) | Your Federal Income Tax (Spanish version) | 2021 | 02-02-2022 Upd | |
| Publ 55-B | Internal Revenue Service Data Book | 0522 | 06-24-2022 Upd | |
| Publ 525 | Taxable and Nontaxable Income | 2021 | 01-14-2022 Upd | |
| Publ 590-A | Contributions to Individual Retirement Arrangements (IRAs) | 2021 | 02-22-2022 Upd | |
| Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2021 | 04-28-2022 Upd | |
| Publ 939 | General Rule for Pensions and Annuities | 1218 | 12-11-2018 Upd | |
| Publ 962 | Life's a little easier with EITC | 1221 | 12-28-2021 Upd | |
| ** 2020 ** | Publ 962 (SP) | Life's a little easier with EITC (Spanish version) | 0321 | 03-23-2021 Upd |
| Publ 974 | Premium Tax Credit (PTC) | 2021 | 03-08-2022 Upd | |
| Form 1040 | U.S. Individual Income Tax Return | 2021 | 12-09-2021 Upd | |
| Inst 1040 | Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return | 2021 | 12-22-2021 Upd | |
| Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2021 | 12-03-2021 Upd | |
| Form 1040 (Schedule 2) | Additional Taxes | 2021 | 12-03-2021 Upd | |
| Form 1040 (Schedule 3) | Additional Credits and Payments | 2021 | 12-03-2021 Upd | |
| Form 1040 (Schedule A) | Itemized Deductions | 2021 | 12-20-2021 Upd | |
| Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions | 2021 | 01-05-2022 Upd | |
| Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2021 | 11-03-2021 Upd | |
| Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends | 2021 | 12-09-2021 Upd | |
| Form 1040 (Schedule C) | Profit or Loss from Business (Sole Proprietorship) | 2021 | 10-25-2021 Upd | |
| Inst 1040 (Schedule C) | Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) | 2021 | 12-22-2021 Upd | |
| Form 1040 (Schedule D) | Capital Gains and Losses | 2021 | 12-10-2021 Upd | |
| Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses | 2021 | 12-14-2021 Upd | |
| Form 1040 (Schedule E) | Supplemental Income and Loss | 2021 | 10-25-2021 Upd | |
| Inst 1040 (Schedule E) | Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss | 2021 | 12-15-2021 Upd | |
| Form 1040-ES | Estimated Tax for Individuals | 2022 | 01-28-2022 Upd | |
| Form 1040-SR | U.S. Tax Return for Seniors | 2021 | 12-09-2021 Upd | |
| Form 1040-X | Amended U.S. Individual Income Tax Return | 0721 | 08-25-2021 Upd | |
| Inst 1040-X | Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return | 0921 | 11-23-2021 Upd | |
| Publ 1084 | Volunteer Site Coordinator Handbook | 1021 | 09-30-2021 Upd | |
| Inst 1094-B and 1095-B | Instructions for Forms 1094-B and 1095-B | 2021 | 12-09-2021 Upd | |
| Inst 1094-C and 1095-C | Instructions for Forms 1094-C and 1095-C | 2021 | 12-09-2021 Upd | |
| Form 1095-A | Health Insurance Marketplace Statement | 2021 | 09-30-2021 Upd | |
| Inst 1095-A | Instructions for Form 1095-A, Health Insurance Marketplace Statement | 2021 | 10-27-2021 Upd | |
| Form 1095-B | Health Coverage | 2021 | 10-26-2021 Upd | |
| Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2021 | 10-27-2021 Upd | |
| Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2022 | 11-08-2021 Upd | |
| Inst 1098-E and 1098-T | Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement | 2022 | 11-15-2021 Upd | |
| Form 1098-T | Tuition Statement (Info Copy Only) | 2022 | 11-30-2021 Upd | |
| Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 0122 | 12-28-2021 Upd | |
| Inst 1099-A and 1099-C | Instructions for Forms 1099-A and 1099-C, Acquisition or Abandonment of Secured Property and Cancellation of Debt | 0122 | 12-03-2021 Upd | |
| Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2022 | 12-03-2021 Upd | |
| Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2022 | 12-03-2021 Upd | |
| Form 1099-C | Cancellation of Debt (Info Copy Only) | 0122 | 12-28-2021 Upd | |
| Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 0122 | 12-02-2021 Upd | |
| Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 0122 | 12-15-2021 Upd | |
| Form 1099-INT | Interest Income (Info Copy Only) | 0122 | 12-01-2021 Upd | |
| Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 0122 | 12-01-2021 Upd | |
| Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 0122 | 02-15-2022 Upd | |
| Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2022 | 12-10-2021 Upd | |
| 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. | 2022 | 12-22-2021 Upd | |
| ** 2020 ** | Publ 1101 | Application Package and Guidelines for Managing a TCE Program | 0422 | 03-24-2022 Upd |
| ** 2020 ** | Publ 2043 | IRS Refund Information Guidelines for the Tax Preparation Community | 0121 | 02-19-2021 Upd |
| Publ 3676-A (EN-SP) | IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) | 1021 | 10-29-2021 Upd | |
| Publ 3676-B (en-sp) | IRS Certified Volunteers Providing Free Tax Preparation (English-Spanish) | 1021 | 11-18-2021 Upd | |
| Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 0821 | 08-24-2021 Upd | |
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 0122 | 02-16-2022 Upd | |
| Publ 4152 | Electronic Toolkit for Nonresident Alien VITA/TCE Sites | 1121 | 11-05-2021 Upd | |
| ** 2020 ** | Publ 4225-B (EN-SP) | Do you like helping others? Volunteer for VITA/TCE (English-Spanish) | 0820 | 09-30-2020 Upd |
| Publ 4299 | Privacy, Confidentiality, and Civil Rights - A Public Trust | 1021 | 11-03-2021 Upd | |
| Publ 4390 | VITA/TCE Computer Loan Program | 0821 | 08-17-2021 Upd | |
| Publ 4396-A | Partner Resource Guide | 1121 | 11-10-2021 Upd | |
| Publ 4491 | VITA/TCE Training Guide | 1021 | 12-08-2021 Upd | |
| Publ 4491-X | VITA/TCE Training Supplement | 0122 | 01-06-2022 Upd | |
| Publ 4555-E | VITA/TCE e-instructor guidance | 1021 | 11-01-2021 Upd | |
| ** 2020 ** | Publ 4671 | Helping You Help Others VITA Grant Program Overview and Application Instructions | 0422 | 05-02-2022 Upd |
| Publ 4695 (PR) | VITA/TCE Puerto Rico Volunteer Test | 0921 | 11-03-2021 Upd | |
| Publ 4696 (PR) | VITA/TCE Puerto Rico Resource Guide | 0921 | 11-09-2021 Upd | |
| ** 2020 ** | Publ 4704-FS | Foreign Student and Scholar Test | 1020 | 10-15-2020 Upd |
| Publ 4757 | Individual Taxpayer Identification Number (ITIN) | 1021 | 10-05-2021 Upd | |
| ** 2020 ** | Publ 4836 (EN-SP) | VITA/TCE Free Tax Programs (English and Spanish) | 0920 | 10-02-2020 Upd |
| Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2021 | 11-30-2021 Upd | |
| Form 4868 (sp) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2021 | 01-04-2022 Upd | |
| Publ 4883 | Grant Programs Resource Guide for VITA Volunteer Income Tax Assistance and TCE Tax Counseling for the Elderly | 0921 | 10-04-2021 Upd | |
| Publ 4885 | Screening Sheet for Health Savings Accounts (HSA) | 1020 | 07-20-2021 Upd | |
| Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA) | 1021 | 10-08-2021 Upd | |
| Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1021 | 10-29-2021 Upd | |
| Publ 4961 (sp) | VITA/TCE - Volunteer Standards of Conduct - Ethics Training (Spanish Version) | 1121 | 12-08-2021 Upd | |
| Publ 5087-FS | VITA/TCE Foreign Student and Scholar Resource Guide | 1221 | 02-14-2022 Upd | |
| Publ 5088 | Site Coordinator Training | 1021 | 09-30-2021 Upd | |
| ** 2020 ** | Publ 5089 | Credit Unions - Using Volunteer Income Tax Assistance - VITA to serve the community | 1220 | 03-16-2021 Upd |
| ** 2020 ** | Publ 5089-A | Financial Institutions - Using Volunteer Income Tax Assistance - VITA to serve the community | 1020 | 01-13-2021 Upd |
| ** 2020 ** | Publ 5089-A (SP) | Financial Institutions - Using Volunteer Income Tax Assistance - VITA to Serve the Community (Spanish Version) | 1020 | 04-02-2021 Upd |
| Publ 5101 | Intake/Interview and Quality Review Training | 1021 | 09-29-2021 Upd | |
| Publ 5140 | Partner Site & Return Reviews Job Aid | 1121 | 11-10-2021 Upd | |
| Publ 5166 | IRS Volunteer VITA/TCE Volunteer Quality Site Requirements | 1021 | 10-01-2021 Upd | |
| Publ 5299 | VITA/TCE Quality Review Refresher | 1021 | 10-21-2021 Upd | |
| Publ 5310 | VITA/TCE Tax Return Quality Review Job Aid | 1021 | 10-06-2021 Upd | |
| Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2021 | 11-16-2021 Upd | |
| Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2021 | 12-01-2021 Upd | |
| Publ 5358 | Fact Sheet: Filing Season: VITA/TCE Training and Site Materials for SPEC Partners and Employees | 0921 | 10-05-2021 Upd | |
| Publ 5362 | Fact Sheet: Continuing Education Credits for VITA/TCE Partners and Volunteers | 0921 | 10-05-2021 Upd | |
| ** 2020 ** | Publ 5363 | Fact Sheet for VITA/TCE Partners and Volunteers Federal Tax Law Update Test for Circular 230 Professionals | 0920 | 10-08-2020 Upd |
| Publ 5377 | Fact Sheet: Practice Lab for VITA/TCE Partners and Volunteers | 1121 | 11-03-2021 Upd | |
| Publ 5380 | Fact Sheet: Buying US Savings Bond with Your Tax Refund for VITA/TCE Taxpayers | 1121 | 03-21-2022 Upd | |
| Publ 5381 | Fact Sheet: Filing Form 8888 and Series I Savings Bonds for VITA/TCE Partners | 1121 | 03-21-2022 Upd | |
| ** 2020 ** | Publ 5395 | Fact Sheet for SPEC Partners VITA/TCE Scope and Product Change Requests | 1220 | 01-13-2021 Upd |
| Publ 5396-A | Job Aid for VITA/TCE Volunteers Using Form 4852 when Missing the Form W-2 or 1099-R | 0122 | 03-21-2022 Upd | |
| ** 2020 ** | Publ 5450 | VITA/TCE Site Operations | 1220 | 12-16-2020 Upd |
| Publ 5451 | VITA/TCE Volunteer Orientation | 1021 | 10-12-2021 Upd | |
| Publ 5451-A | VITA/TCE Volunteer Orientation (With Notes) | 1021 | 10-12-2021 Upd | |
| Publ 5455 | Fact Sheet: Reporting Data Breaches at VITA/TCE Sites for SPEC Partners | 0821 | 08-19-2021 Upd | |
| Publ 5457 | TCE Grant Award Notification Required Actions and Other Information | 0422 | 03-21-2022 Upd | |
| Publ 5466 | Ten Reminders To Keep You And Others Safe at VITA/TCE Sites | 1221 | 01-03-2022 Upd | |
| ** 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 Upd |
| Publ 5503 | Fact Sheet: IRS Loaned Equipment for VITA/TCE Partners | 0821 | 08-13-2021 Upd | |
| 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 Presentation | 1021 | 01-10-2022 Upd | |
| Publ 5506-A | VITA Volunteer Income Tax Assistance High School College and University Flyer | 0422 | 03-24-2022 Upd | |
| ** 2020 ** | Publ 5509 | Volunteer Income Tax Assistance (VITA) High School, College & University Flyer | 0421 | 04-09-2021 Upd |
| Publ 5566 | Fact Sheet: Ordering Procedures for VITA/TCE Training and Site Materials for Partners and Volunteers | 1021 | 10-06-2021 Upd | |
| Form 6729-D | Site Review Sheet | 1021 | 09-30-2021 Upd | |
| Form 6729-P | Partner Return Review Sheet | 1021 | 09-29-2021 Upd | |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1021 | 12-08-2021 Upd | |
| Form 8867 | Paid Preparer's Due Diligence Checklist | 1221 | 12-01-2021 Upd | |
| Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 1221 | 01-07-2022 Upd | |
| Form 8915-C | Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-03-2022 Upd | |
| Inst 8915-C | Instructions for Form 8915-C, Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-15-2022 Upd | |
| Form 8915-D | Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-04-2022 Upd | |
| Inst 8915-D | Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-15-2022 Upd | |
| Form 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments | 0122 | 02-02-2022 Upd | |
| Inst 8915-F | Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments | 0222 | 02-15-2022 Upd | |
| Form 8949 | Sales and other Dispositions of Capital Assets | 2021 | 12-13-2021 Upd | |
| Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2021 | 01-10-2022 Upd | |
| Form 8962 | Premium Tax Credit (PTC) | 2021 | 12-13-2021 Upd | |
| Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2021 | 03-16-2022 Upd | |
| Form 13533 | VITA - TCE Partner Sponsor Agreement | 0920 | 01-05-2022 Upd | |
| Form 13614-C | Intake/Interview & Quality Review Sheet | 1021 | 11-01-2021 Upd | |
| Form 13614-C (sp) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1021 | 11-05-2021 Upd | |
| Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1021 | 09-03-2021 Upd | |
| ** 2020 ** | Form 14310 | Partner and Volunteer Sign Up | 0720 | 08-17-2020 Upd |
| ** 2020 ** | Form 14446 | Virtual VITA/TCE Taxpayer Consent | 1020 | 10-08-2020 Upd |
| Form 15272 | VITA/TCE Security Plan | 1021 | 10-05-2021 Upd | |
| Form 15358 | Coronavirus Safety Protocols for VITA/TCE Site | 1221 | 03-21-2022 Upd | |
| Form 15373 | VITA/TCE Free Tax Preparation Using Over the Phone Interpreter Services | 0322 | 04-08-2022 Upd | |
| Form W-2 | Wage and Tax Statement (Info Copy Only) | 2021 | 12-21-2021 Upd | |
| ** 2020 ** | Form W-2G | Certain Gambling Winnings | 0121 | 12-16-2020 Upd |
| Form W-4 | Employee's Withholding Certificate | 2022 | 12-30-2021 Upd | |
| Form W-4 (sp) | Employee's Withholding Certificate (Spanish version) | 2022 | 01-12-2022 Upd | |
| Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2022 | 01-31-2022 Upd | |