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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 12-03-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Publ 525 Taxable and Nontaxable Income 2022 11-29-2022
** Draft ** Publ 590-B Distributions from Individual Retirement Arrangements (IRAs) 2022 12-01-2022
  Form 1040 (Schedule 8812) (sp) Credits for Qualifying Children and Other Dependents (Spanish Version) 2022 11-28-2022
** Draft ** Form 1040 (Schedule A) Itemized Deductions 2022 12-02-2022
  Inst 1040 (Schedule C) Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) 2022 11-29-2022
  Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2023 12-01-2022
  Inst 1099-PATR Instructions for Form 1099-PATR, Taxable Distributions Received From Cooperatives 0123 11-30-2022
  Form 1099-QA Distributions from ABLE Accounts 0123 11-28-2022
  Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2023 12-01-2022
** 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. 2023 12-01-2022
  Form 5498-QA ABLE Account Contribution Information 2023 12-01-2022
  Form 8853 Archer MSAs and Long-Term Care Insurance Contracts 2022 12-01-2022
  Form 8862 Information To Claim Earned Income Credit After Disallowance 1222 12-02-2022
** Draft ** Form 8863 Education Credits (American Opportunity and Lifetime Learning Credits) 2022 12-02-2022
** Draft ** Form W-4P Withholding Certificate for Pension or Annuity Payments 2023 12-02-2022

Updates 11-26-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1065 (Schedule K-1) Partner's Share of Income, Deductions, Credits, etc. 2022 11-25-2022
  Inst 1098-E and 1098-T Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement 2023 11-22-2022
  Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2022 11-22-2022
  Form 5498 IRA Contribution Information (Info Copy Only) 2023 11-25-2022
** Draft ** Form 5498 IRA Contribution Information (Info Copy Only) 2023 11-21-2022
  Form 8962 Premium Tax Credit (PTC) 2022 11-22-2022
** Draft ** Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2022 11-22-2022
** Draft ** Inst W-2 and W-3 Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements 2023 11-21-2022

Updates 11-19-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Publ 596 Earned Income Credit 2022 11-15-2022
  Form 1040 (Schedule B) Interest and Ordinary Dividends 2022 11-15-2022
  Inst 1040 (Schedule B) Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends 2022 11-15-2022
  Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses 2022 11-14-2022
  Form 1040 (Schedule SE) Self-Employment Tax 2022 11-15-2022
  Inst 1099-QA and 5498-QA Instructions for Forms 1099-QA and 5498-QA, Distributions from ABLE Accounts and ABLE Account Contribution Information 2023 11-15-2022
** Draft ** Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2023 11-18-2022
  Publ 4695 (PR) VITA/TCE Puerto Rico Volunteer Test 0922 11-18-2022
  Publ 4696 (PR) VITA/TCE Puerto Rico Resource Guide 0922 11-18-2022
  Publ 5140 Partner Site & Return Reviews Job Aid 1122 11-17-2022
** Draft ** Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2022 11-16-2022
  Publ 5683 VITA/TCE Handbook for Partners and Site Coordinators 1122 11-18-2022
  Inst 6251 Instructions for Form 6251, Alternative Minimum Tax - Individuals 2022 11-17-2022
  Inst 8615 Instructions for Form 8615, Tax for Certain Children Who Have Unearned Income 2022 11-17-2022
** Draft ** Inst 8615 Instructions for Form 8615, Tax for Certain Children Who Have Unearned Income 2022 11-16-2022
  Form 8862 (sp) Information to Claim Earned Income Credit After Disallowance (Spanish Version) 1222 11-14-2022

Updates 11-12-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Publ 575 Pension and Annuity Income 2022 11-10-2022
** Draft ** Publ 590-A Contributions to Individual Retirement Arrangements (IRAs) 2022 11-09-2022
  Form 1040 (Schedule 8812) Credits for Qualifying Children and Other Dependents 2022 11-07-2022
  Form 1040 (Schedule D) Capital Gains and Losses 2022 11-07-2022
  Form 1040 (Schedule EIC) Earned Income Credit 2022 11-07-2022
  Form 1040 (Schedule R) Credit for the Elderly or the Disabled 2022 11-07-2022
  Inst 1040 (Schedule R) Instructions for Schedule R (Form 1040 or Form 1040-SR), Credit for the Elderly or the Disabled 2022 11-07-2022
** Draft ** Inst 1040-X Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return 0123 11-09-2022
  Publ 4942 VITA/TCE Specialty Course - Health Savings Accounts (HSA) 1022 11-08-2022
  Publ 5358 Fact Sheet: Filing Season: VITA/TCE Training and Site Materials for SPEC Partners and Employees 1022 11-10-2022
  Form 5405 Repayment of the First-Time Homebuyer Credit 1122 11-07-2022
  Inst 5405 Instructions for Form 5405, Repayment of the First-Time Homebuyer Credit 1122 11-07-2022
  Form 6251 Alternative Minimum Tax - Individuals 2022 11-07-2022
** Draft ** Inst 8915-D Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments 2022 11-10-2022

Updates 11-05-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Publ 969 Health Savings Accounts and Other Tax-Favored Health Plans 2022 11-02-2022
  Form 1040 (Schedule C) Profit or Loss from Business (Sole Proprietorship) 2022 11-01-2022
  Form 1040 (Schedule E) Supplemental Income and Loss 2022 11-01-2022
  Form 1040-V Payment Voucher 2022 11-01-2022
  Form 1098-E Student Loan Interest Statement (Info Copy Only) 2023 11-02-2022
  Form 1098-T Tuition Statement (Info Copy Only) 2023 11-02-2022
  Inst 1099-SA and 5498-SA Instructions for Forms 1099-SA and 5498-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA and HSA, Archer MSA, or Medicare Advantage MSA Information 2023 11-02-2022
  Publ 3676-A (en-sp) IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) 0822 11-01-2022
  Publ 5378 Link & Learn Taxes Certification Tests: Getting Started 1122 11-03-2022
  Inst 5498-ESA Instructions for Form 5498-ESA, Coverdell ESA Contribution Information 2023 10-31-2022
  Form 5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information 2023 11-02-2022
  Form 8615 Tax for Certain Children Who Have Unearned Income 2022 11-01-2022
** Draft ** Inst 8615 Instructions for Form 8615, Tax for Certain Children Who Have Unearned Income 2022 11-03-2022
  Form 8880 Credit for Qualified Retirement Savings Contributions 2022 11-02-2022
  Form 8888 Allocation of Refund (Including Savings Bond Purchases) 1122 11-02-2022
  Form 8889 Health Savings Accounts (HSAs) 2022 10-31-2022
** Draft ** Inst 8915-F Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments 0123 11-02-2022
** Draft ** Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2022 11-03-2022
  Form 13614-C Intake/Interview & Quality Review Sheet 1022 10-31-2022
  Form 13614-C (sp) Intake/Interview & Quality Review Sheet (Spanish Version) 1022 10-31-2022
** Draft ** Form W-2 Wage and Tax Statement (Info Copy Only) 2023 10-31-2022

Updates 10-29-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1041 (Schedule K-1) Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040 2022 10-26-2022
** Draft ** Inst 1099-QA and 5498-QA Instructions for Forms 1099-QA and 5498-QA, Distributions from ABLE Accounts and ABLE Account Contribution Information 2023 10-25-2022
** Draft ** Inst 2441 Instructions for Form 2441, Child and Dependent Care Expenses 2022 10-27-2022
  Form 4137 Social Security and Medicare Tax On Unreported Tip Income 2022 10-24-2022
  Publ 4555-E VITA/TCE e-instructor guidance 1022 10-25-2022
  Publ 4731 Screening Sheet for Nonbusiness Credit Card Debt Cancellation 1022 10-24-2022
  Publ 4731-A Screening Sheet for Foreclosures/Abandonments and Cancellation of Debt 1022 10-24-2022
  Publ 4756 Foreign Student and Scholar Volunteer Tax Return Preparation 1022 10-24-2022
  Publ 4757 Individual Taxpayer Identification Number (ITIN) 1022 10-24-2022
  Publ 4942 VITA/TCE Specialty Course - Health Savings Accounts (HSA) 1022 10-24-2022
  Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 1022 10-27-2022
  Publ 5089-A Financial Institutions - Using Volunteer Income Tax Assistance - VITA to serve the community 1022 10-25-2022
  Publ 5310 VITA/TCE Tax Return Quality Review Job Aid 1022 10-24-2022
  Publ 5362 Fact Sheet: Continuing Education Credits for VITA/TCE Partners and Volunteers 0922 10-27-2022
  Publ 5450 VITA/TCE Site Operations 0922 10-27-2022
  Publ 5451 VITA/TCE Volunteer Orientation 1022 10-25-2022
  Form 5498-ESA Coverdell ESA Contribution Information 2023 10-25-2022
** Draft ** Form 5695 Residential Energy Credits 2022 10-24-2022
  Form 8283 Noncash Charitable Contributions 1122 10-25-2022
  Form 8453 U.S. Individual Income Tax Transmittal for an IRS e-file Return 2022 10-25-2022
** Draft ** Inst 8853 Instructions for Form 8853, Archer MSAs and Long-Term Care Insurance Contracts 2022 10-26-2022
** Draft ** Inst 8863 Instructions for Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits) 2022 10-26-2022
** Draft ** Form 8995 Qualified Business Income Deduction Simplified Computation 2022 10-27-2022
** Draft ** Form 8995-A Qualified Business Income Deduction 2022 10-27-2022
  Form 14446 Virtual VITA/TCE Taxpayer Consent 1122 10-25-2022

Updates 10-22-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Publ 501 Dependents, Standard Deduction, and Filing Information 2022 10-17-2022
** Draft ** Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2022 10-17-2022
** Draft ** Inst 1040 (Schedule 8812) (sp) Instructions for Form 1040 Schedule 8812, Credits for Qualifying Children and Other Dependents (Spanish Version) 2022 10-20-2022
** Draft ** Form 1040-SR (sp) U.S. Tax Return for Seniors (Spanish Version) 2022 10-18-2022
** Draft ** Inst 1094-B and 1095-B Instructions for Forms 1094-B and 1095-B 2022 10-17-2022
** 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. 2023 10-19-2022
** Draft ** Form 2210 Underpayment of Estimated Tax by Individuals, Estates and Trusts 2022 10-19-2022
  Publ 4012 VITA/TCE Volunteer Resource Guide 1022 10-17-2022
** Draft ** Form 4137 Social Security and Medicare Tax On Unreported Tip Income 2022 10-21-2022
  Publ 4491 VITA/TCE Training Guide 1022 10-17-2022
  Form 8949 Sales and other Dispositions of Capital Assets 2022 10-21-2022
** Draft ** Inst 8949 Instructions for Form 8949, Sales and other Dispositions of Capital Assets 2022 10-20-2022

Updates 10-15-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1095-B Health Coverage 2022 10-14-2022
  Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2022 10-14-2022
  Publ 4134 Low Income Taxpayer Clinic List 0922 10-14-2022
  Publ 4134 (sp) Low Income Taxpayer Clinic List (Spanish version) 0922 10-14-2022
** Draft ** Form 4868 (sp) Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) 2022 10-14-2022
  Publ 5088 Site Coordinator Training 1022 10-12-2022
  Form 6729-C Volunteer Return Preparation Program - Quality Return Review Sheet 1022 10-11-2022
  Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1022 10-14-2022
** Draft ** Inst 8995 Instructions for Form 8995, Qualified Business Income Deduction Simplified Computation 2022 10-14-2022

Updates 10-08-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1041 (Schedule K-1) Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040 2022 10-06-2022
** Draft ** Inst 1094-C and 1095-C Instructions for Forms 1094-C and 1095-C 2022 10-06-2022
** Draft ** Form 4137 Social Security and Medicare Tax On Unreported Tip Income 2022 10-06-2022
  Publ 4152 Electronic Toolkit for Nonresident Alien VITA/TCE Sites 1022 10-03-2022
** Draft ** Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2022 10-03-2022
  Publ 5166 IRS Volunteer VITA/TCE Volunteer Quality Site Requirements 1022 10-03-2022
  Publ 5324 Fact Sheet: Quality Site Requirements for Alternative Filing Models for SPEC Partners and Employees 1022 10-03-2022
  Publ 5325 Fact Sheet: Partner and Volunteer Training for the Filing Season for SPEC Partners and Volunteers 1022 10-04-2022
  Publ 5358 Filing Season: VITA/TCE Training and Site Materials for SPEC Partners and Employees 1022 10-06-2022
  Publ 5377 Fact Sheet: Practice Lab for VITA/TCE Partners and Volunteers 1022 10-05-2022
  Publ 5451 VITA/TCE Volunteer Orientation 1022 10-03-2022
  Publ 5451-A VITA/TCE Volunteer Orientation (With Notes) 1022 10-03-2022
  Publ 5451-A (SP) VITA/TCE Volunteer Orientation (With Notes) (Spanish Version) 1022 10-04-2022
  Publ 5451 (SP) VITA/TCE Volunteer Orientation (Spanish Version) 1022 10-04-2022
  Publ 5462 Fact Sheet: TaxSlayer Software Ordering Guidance for SPEC Partners 1022 10-03-2022
  Publ 5477 All taxpayers now eligible for Identity Protection PINs 0722 10-05-2022
** Draft ** Inst 5695 Instructions for Form 5695, Residential Energy Credit 2022 10-05-2022
** Draft ** Inst 8615 Instructions for Form 8615, Tax for Certain Children Who Have Unearned Income 2022 10-03-2022
** Draft ** Form 8863 Education Credits (American Opportunity and Lifetime Learning Credits) 2022 10-03-2022
** Draft ** Inst 8949 Instructions for Form 8949, Sales and other Dispositions of Capital Assets 2022 10-06-2022
  Form 13206 Volunteer Assistance Summary Report 1022 10-05-2022

Updates 10-01-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 (Schedule 8812) Instructions for Schedule 8812, Credits for Qualifying Children and Other Dependents 2022 09-29-2022
  Form 1095-A Health Insurance Marketplace Statement 2022 09-29-2022
  Inst 1095-A Instructions for Form 1095-A, Health Insurance Marketplace Statement 2022 09-30-2022
** Draft ** Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2023 09-27-2022
** Draft ** Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2023 09-30-2022
  Publ 4299 Privacy, Confidentiality, and Civil Rights - A Public Trust 1022 09-26-2022
  Publ 4731 Screening Sheet for Nonbusiness Credit Card Debt Cancellation 1022 09-30-2022
  Publ 4731-A Screening Sheet for Foreclosures/Abandonments and Cancellation of Debt 1022 09-30-2022
  Publ 4756 Foreign Student and Scholar Volunteer Tax Return Preparation 1022 09-30-2022
  Publ 4757 Individual Taxpayer Identification Number (ITIN) 1022 09-30-2022
** Draft ** Form 5498 IRA Contribution Information (Info Copy Only) 2023 09-30-2022
** Draft ** Inst 6251 Instructions for Form 6251, Alternative Minimum Tax - Individuals 2022 09-29-2022
  Form 6729-D Site Review Sheet 1022 09-30-2022
  Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1022 09-30-2022
** Draft ** Form 8283 Noncash Charitable Contributions 1122 09-28-2022
** Draft ** Inst 8606 Instructions for Form 8606, Nondeductible IRAs 2022 09-27-2022
** Draft ** Form 8915-F Qualified Disaster Retirement Plan Distributions and Repayments 0123 09-30-2022
  Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1022 09-28-2022
  Form 13615 (SP) Volunteer Standards of Conduct Agreement - VITA/TCE Programs (Spanish Version) 1022 09-29-2022
  Form 13715 Volunteer Site Information Sheet 1022 09-30-2022
  Form 15080 Consent to Disclose Tax Return Information to VITA/TCE Tax Preparation Sites 1022 09-30-2022
** Draft ** Form W-2 Wage and Tax Statement (Info Copy Only) 2023 09-29-2022

Updates 09-24-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule 3) Additional Credits and Payments 2022 09-21-2022
** Draft ** Form 1040 (sp) U.S. Individual Income Tax Return (Spanish Version) 2022 09-22-2022
** Draft ** Form 1040-SR U.S. Tax Return for Seniors 2022 09-21-2022
  Form 4852 (sp) Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Spanish Version) 0920 09-22-2022
  Publ 5347 Fact Sheet: Virtual Quality Oversight Review Results for SPEC Partners & Employees 0822 09-19-2022
  Publ 5353 Fact Sheet: Intake/Interview & Quality Review Policy for SPEC Partners and Employees 1022 09-23-2022
  Publ 5462 Fact Sheet: TaxSlayer Software Ordering Guidance for SPEC Partners 0922 09-21-2022
  Publ 5547 Job Aid - SPEC Over-the-Phone Interpreter (OPI) Service for SPEC Partners, Site Coordinators and Employees 0822 09-20-2022
** Draft ** Form 8880 Credit for Qualified Retirement Savings Contributions 2022 09-19-2022
** Draft ** Form 8915-D Qualified 2019 Disaster Retirement Plan Distributions and Repayments 2022 09-19-2022
** Draft ** Form 8962 Premium Tax Credit (PTC) 2022 09-19-2022
** Draft ** Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2022 09-19-2022
  Form 15272 VITA/TCE Security Plan 1022 09-23-2022

Updates 09-17-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 (Schedule C) Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) 2022 09-13-2022
** Draft ** Inst 1098-E and 1098-T Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement 2023 09-13-2022
  Publ 5101 (SP) Intake/Interview and Quality Review Training (Spanish Version) 0822 09-13-2022
** Draft ** Form 8606 Nondeductible IRAs 2022 09-14-2022
** Draft ** Form 8962 Premium Tax Credit (PTC) 2022 09-14-2022

Updates 09-10-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1040 (Schedule C) Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) 2022 09-06-2022
** Draft ** Inst 1040 (Schedule E) Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss 2022 09-06-2022
** Draft ** Form 1099-K Payment Card and Third Party Network Transactions 0422 09-08-2022
** Draft ** Form 8862 (sp) Information to Claim Earned Income Credit After Disallowance (Spanish Version) 1222 09-07-2022

Updates 09-03-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 U.S. Individual Income Tax Return 2022 09-01-2022
** Draft ** Inst 1040 (Schedule SE) Instructions for Schedule SE (Form 1040 or Form 1040-SR), Self-Employment Tax 2022 08-31-2022
** Draft ** Inst 1095-A Instructions for Form 1095-A, Health Insurance Marketplace Statement 2022 08-30-2022
** Draft ** Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2023 08-31-2022
** Draft ** Inst 1099-K Instructions for Form 1099-K, Payment Card and Third Party Network Transactions 0422 09-02-2022
  Publ 4011 VITA/TCE Foreign Student and Scholar Volunteer Resource Guide 0822 09-01-2022
  Publ 5102 IRS Social Media - Equipping You 0822 08-31-2022
  Publ 5666 (sp) Not required to file a tax return? (Spanish Version) 0722 08-29-2022

Updates 08-27-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 5665 Fact Sheet: Guidance for Promoting Voter Registration at VITA/TCE Sites for SPEC Partners 0622 08-24-2022
  Publ 5666 Not required to File a tax return? 0722 08-25-2022
** Draft ** Form 8853 Archer MSAs and Long-Term Care Insurance Contracts 2022 08-26-2022
** Draft ** Form 8862 Information To Claim Earned Income Credit After Disallowance 1222 08-23-2022

Updates 08-20-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule 1) (sp) Additional Income and Adjustments to Income (Spanish Version) 2022 08-16-2022
** Draft ** Form 1040 (Schedule 2) (sp) Additional Taxes (Spanish Version) 2022 08-16-2022
** Draft ** Form 1040 (Schedule 3) (sp) Additional Credits and Payments (Spanish Version) 2022 08-16-2022
** Draft ** Form 1040 (Schedule 8812) (sp) Credits for Qualifying Children and Other Dependents (Spanish Version) 2022 08-18-2022
** Draft ** Form 1040 (Schedule EIC) (sp) Earned Income Credit (Spanish version) 2022 08-17-2022
** Draft ** Form 1040 (sp) U.S. Individual Income Tax Return (Spanish Version) 2022 08-15-2022
** Draft ** Form 1099-QA Distributions from ABLE Accounts 0123 08-19-2022
** Draft ** Inst 1099-SA and 5498-SA Instructions for Forms 1099-SA and 5498-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA and HSA, Archer MSA, or Medicare Advantage MSA Information 2023 08-19-2022
  Publ 4011 VITA/TCE Foreign Student and Scholar Volunteer Resource Guide 0822 08-18-2022
** Draft ** Inst 5498-ESA Instructions for Form 5498-ESA, Coverdell ESA Contribution Information 2023 08-19-2022
** Draft ** Form 5498-QA ABLE Account Contribution Information 2023 08-19-2022
** Draft ** Inst 8867 Instructions for Form 8867, Paid Preparer's Due Diligence Checklist 1122 08-17-2022
** Draft ** Form 8949 Sales and other Dispositions of Capital Assets 2022 08-17-2022
  Form 15373 VITA/TCE Free Tax Preparation Using Over the Phone Interpreter Services 0822 08-15-2022

Updates 08-13-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Inst 1099-PATR Instructions for Form 1099-PATR, Taxable Distributions Received From Cooperatives 2023 08-12-2022
** Draft ** Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2022 08-11-2022
  Publ 5347 Fact Sheet: Virtual Quality Oversight Review Results for SPEC Partners & Employees 0822 08-10-2022
  Publ 5547 Job Aid - SPEC Over-the-Phone Interpreter (OPI) Service for SPEC Partners, Site Coordinators and Employees 0822 08-12-2022
  Publ 5666 (sp) Not required to file a tax return? (Spanish Version) 0722 08-08-2022

Updates 08-06-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule 8812) Credits for Qualifying Children and Other Dependents 2022 08-03-2022
** Draft ** Form 2441 Child and Dependent Care Expenses 2022 08-01-2022
  Publ 5477 All taxpayers now eligible for Identity Protection PINs 0722 08-02-2022
** Draft ** Form 8615 Tax for Certain Children Who Have Unearned Income 2022 08-04-2022
** Draft ** Form 8814 Parents' Election to Report Child's Interest and Dividends 2022 08-03-2022
** Draft ** Form 8867 Paid Preparer's Due Diligence Checklist 1122 08-04-2022
** Draft ** Form 8962 Premium Tax Credit (PTC) 2022 08-04-2022

Updates 07-30-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 U.S. Individual Income Tax Return 2022 07-27-2022
** Draft ** Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2022 07-27-2022
** Draft ** Form 1040 (Schedule 2) Additional Taxes 2022 07-27-2022
** Draft ** Form 1040 (Schedule 3) Additional Credits and Payments 2022 07-27-2022
** Draft ** Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses 2022 07-28-2022
** Draft ** Form 1040 (Schedule R) Credit for the Elderly or the Disabled 2022 07-28-2022
** Draft ** Inst 1040 (Schedule R) Instructions for Schedule R (Form 1040 or Form 1040-SR), Credit for the Elderly or the Disabled 2022 07-28-2022
** Draft ** Form 1040 (Schedule SE) Self-Employment Tax 2022 07-28-2022
** Draft ** Form 1041 (Schedule K-1) Beneficiary's Share of Income, Deductions, Credits, etc. 2022 07-26-2022
  Form 1099-C Cancellation of Debt (Info Copy Only) 0122 07-29-2022
** Draft ** Form 2441 Child and Dependent Care Expenses 2022 07-27-2022
  Publ 5101 Intake/Interview and Quality Review Training 0822 07-28-2022
  Publ 5299 VITA/TCE Quality Review Refresher 0822 07-28-2022
** Draft ** Form 5695 Residential Energy Credits 2022 07-29-2022
** Draft ** Inst 8889 Instructions for Form 8889, Health Savings Accounts (HSAs) 2022 07-28-2022
** Draft ** Form W-4 (sp) Employee's Withholding Certificate (Spanish version) 2023 07-25-2022

Updates 07-23-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule A) Itemized Deductions 2022 07-21-2022
** Draft ** Inst 1040 (Schedule B) Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends 2022 07-21-2022
** Draft ** Form 1040 (Schedule E) Supplemental Income and Loss 2022 07-22-2022
** Draft ** Form 1040 (Schedule EIC) Earned Income Credit 2022 07-21-2022
** Draft ** Form 1040-V Payment Voucher 2022 07-18-2022
** Draft ** Form 1065 (Schedule K-1) Partner's Share of Income, Deductions, Credits, etc. 2022 07-21-2022
  Publ 5477 All taxpayers now eligible for Identity Protection PINs 0722 07-18-2022
** Draft ** Form 6251 Alternative Minimum Tax - Individuals 2022 07-22-2022
** Draft ** Form 8878 (sp) IRS e-file Signature Authorization for Form 4868 (SP) or Form 2350 (SP) (Spanish Version) 2022 07-20-2022

Updates 07-16-2022

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) 2022 07-15-2022
** Draft ** Form 1040 (Schedule D) Capital Gains and Losses 2022 07-15-2022
** Draft ** Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2022 07-12-2022
  Publ 1546 The Taxpayer Advocate Service Is Your Voice at the IRS 0622 07-11-2022
  Publ 1546-EZ The Taxpayer Advocate Service Is Your Voice at the IRS (flyer) 0622 07-11-2022
  Publ 1546-EZ (SP) The Taxpayer Advocate Service Is Your Voice at the IRS (flyer) (Spanish Version) 0622 07-11-2022
** Draft ** Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2022 07-13-2022
** Draft ** Form 5405 Repayment of the First-Time Homebuyer Credit 1122 07-13-2022
** Draft ** Inst 5405 Instructions for Form 5405, Repayment of the First-Time Homebuyer Credit 1122 07-14-2022
** Draft ** Form 8889 Health Savings Accounts (HSAs) 2022 07-11-2022
** Draft ** Form W-4 Employee's Withholding Certificate 2023 07-15-2022

Updates 07-09-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule B) Interest and Ordinary Dividends 2022 07-07-2022
** Draft ** Form 1120-S (Schedule K-1) Shareholder's Share of Income, Deductions, Credits, etc. 2022 07-07-2022
  Publ 5665 Fact Sheet: Guidance for Promoting Voter Registration at VITA/TCE Sites for SPEC Partners 0622 07-07-2022

Updates 07-02-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1095-A Health Insurance Marketplace Statement 2022 06-28-2022
** Draft ** Form 1095-B Health Coverage 2022 06-28-2022
** Draft ** Form 1099-PATR Taxable Distributions Received From Cooperatives (Info Copy Only) 2022 06-29-2022
  Notc 1214 (sp) Helpful Contacts for Your Notice of Deficiency (Spanish Version) 1019 06-28-2022
  Publ 4134 Low Income Taxpayer Clinic List 0522 06-30-2022
  Publ 4134 (sp) Low Income Taxpayer Clinic List (Spanish version) 0522 06-30-2022
** Draft ** Form 5498-ESA Coverdell ESA Contribution Information 2023 06-28-2022
** Draft ** Form 8880 Credit for Qualified Retirement Savings Contributions 2022 06-30-2022
** Draft ** Form 8888 Allocation of Refund (Including Savings Bond Purchases) 1122 06-28-2022

Updates 06-25-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 55-B Internal Revenue Service Data Book 0522 06-24-2022

Updates 06-18-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
Nothing Interesting

Updates 06-11-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1098-E Student Loan Interest Statement (Info Copy Only) 2023 06-07-2022
** Draft ** Form 1098-T Tuition Statement (Info Copy Only) 2023 06-07-2022

Updates 06-04-2022

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
Nothing Interesting