Selected IRS Forms/Pubs
Scan Date: 06-27-2020
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 ** | Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 0120 | 01-13-2020 Upd |
| ** Draft ** | Form 1040 (Schedule A) | Itemized Deductions | 0120 | 01-28-2020 Upd |
| ** Draft ** | Form 1040-SR | U.S. Tax Return for Seniors | 2019 | 09-11-2019 Upd |
| ** Draft ** | Inst W-4 | Instructions for Form W-4, Employee's Withholding Allowance Certificate | 2019 | 06-07-2018 Upd |
| Regular | ||||
|---|---|---|---|---|
| Note | Product Number | Title | Revision Date | Posted Date |
| Publ 17 | Your Federal Income Tax (For Individuals) | 2019 | 02-19-2020 Upd | |
| Publ 17 (SP) | Your Federal Income Tax (Spanish version) | 2019 | 06-11-2020 Upd | |
| Publ 525 | Taxable and Nontaxable Income | 2019 | 02-26-2020 Upd | |
| ** 2018 ** | Publ 939 | General Rule for Pensions and Annuities | 1218 | 12-11-2018 Upd |
| Publ 962 | Life's a little easier with EITC | 1219 | 05-13-2020 Upd | |
| Publ 962 (EN-SP) | Life's a little easier with EITC (English/Spanish version) | 0919 | 05-13-2020 Upd | |
| Publ 962 (SP) | Life's a little easier with EITC (Spanish version) | 0320 | 03-31-2020 Upd | |
| Publ 974 | Premium Tax Credit (PTC) | 2019 | 02-26-2020 Upd | |
| Form 1040 | U.S. Individual Income Tax Return | 2019 | 11-27-2019 Upd | |
| Inst 1040 | Instructions for Form 1040 and Form 1040-SR, U.S. Individual Income Tax Return | 2019 | 01-23-2020 Upd | |
| Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2019 | 12-20-2019 Upd | |
| Form 1040 (Schedule 2) | Additional Taxes | 2019 | 11-28-2019 Upd | |
| Form 1040 (Schedule 3) | Additional Credits and Payments | 2019 | 12-20-2019 Upd | |
| Form 1040 (Schedule A) | Itemized Deductions | 2019 | 01-15-2020 Upd | |
| Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions | 2019 | 01-17-2020 Upd | |
| Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2019 | 11-15-2019 Upd | |
| Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040), Interest and Ordinary Dividends | 2019 | 11-26-2019 Upd | |
| Form 1040 (Schedule C) | Profit or Loss from Business (Sole Proprietorship) | 2019 | 10-08-2019 Upd | |
| Inst 1040 (Schedule C) | Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) | 2019 | 01-17-2020 Upd | |
| Form 1040 (Schedule D) | Capital Gains and Losses | 2019 | 11-13-2019 Upd | |
| Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses | 2019 | 01-23-2020 Upd | |
| Form 1040 (Schedule E) | Supplemental Income and Loss | 2019 | 10-08-2019 Upd | |
| Inst 1040 (Schedule E) | Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss | 2019 | 01-17-2020 Upd | |
| Form 1040-ES | Estimated Tax for Individuals | 2020 | 02-07-2020 Upd | |
| Form 1040-X | Amended U.S. Individual Income Tax Return | 0120 | 01-29-2020 Upd | |
| Inst 1040-X | Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return | 0120 | 03-12-2020 Upd | |
| Publ 1084 | VITA/TCE IRS Volunteer Site Coordinator Handbook | 1019 | 09-16-2019 Upd | |
| Inst 1094-B and 1095-B | Instructions for Forms 1094-B and 1095-B | 2019 | 12-09-2019 Upd | |
| Inst 1094-C and 1095-C | Instructions for Forms 1094-C and 1095-C | 2019 | 12-06-2019 Upd | |
| Form 1095-A | Health Insurance Marketplace Statement | 2019 | 10-01-2019 Upd | |
| Inst 1095-A | Instructions for Form 1095-A, Health Insurance Marketplace Statement | 2019 | 10-01-2019 Upd | |
| Form 1095-B | Health Coverage | 2019 | 12-09-2019 Upd | |
| Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2019 | 12-09-2019 Upd | |
| Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2019 | 11-06-2019 Upd | |
| Inst 1098-E and 1098-T | Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement | 2019 | 10-29-2019 Upd | |
| Form 1098-T | Tuition Statement (Info Copy Only) | 2019 | 10-28-2019 Upd | |
| Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 2019 | 11-06-2019 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 | 2020 | 03-03-2020 Upd | |
| Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2019 | 12-11-2019 Upd | |
| Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2019 | 11-19-2019 Upd | |
| Form 1099-C | Cancellation of Debt (Info Copy Only) | 2019 | 11-06-2019 Upd | |
| Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 2019 | 10-04-2019 Upd | |
| Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 2019 | 09-13-2019 Upd | |
| Form 1099-INT | Interest Income (Info Copy Only) | 2019 | 09-16-2019 Upd | |
| Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 2019 | 10-08-2019 Upd | |
| Form 1099-LTC | Long Term Care and Accelerated Death Benefits | 1019 | 10-08-2019 Upd | |
| Inst 1099-LTC | Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits | 2019 | 10-27-2019 Upd | |
| Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 2019 | 11-19-2019 Upd | |
| Inst 1099-MISC | Instructions for Form 1099-MISC, Miscellaneous Income | 2019 | 12-09-2019 Upd | |
| Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2019 | 02-18-2020 Upd | |
| ** 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 | 12-31-2018 Upd |
| Publ 1101 | Application Package and Guidelines for Managing a TCE Program | 0420 | 04-24-2020 Upd | |
| Publ 3211 (EN-SP) | Earned Income Tax Credit (EITC) Q&A (English/Spanish) | 0218 | 05-13-2020 Upd | |
| Publ 3676-A (EN-SP) | IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) | 0919 | 09-16-2019 Upd | |
| Publ 3676-B (EN-SP) | VITA/TCE Site Location Flyer for Field Assistance Taxpayer Assistance Centers (English/Spanish) | 1019 | 02-14-2020 Upd | |
| Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 0919 | 09-30-2019 Upd | |
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 1019 | 12-17-2019 Upd | |
| Publ 4152 | Electronic Toolkit for Nonresident Alien VITA/TCE Sites | 1019 | 05-18-2020 Upd | |
| Publ 4225-B | Do you like helping others? Volunteer for VITA/TCE | 1019 | 12-19-2019 Upd | |
| Publ 4225-B (SP) | Do you like helping others? Volunteer for VITA/TCE (Spanish Version) | 0120 | 02-24-2020 Upd | |
| ** 2018 ** | Publ 4299 | Privacy, Confidentiality, and Civil Rights - A Public Trust | 0918 | 09-19-2018 Upd |
| Publ 4390 | VITA/TCE Computer Loan Program | 0919 | 11-14-2019 Upd | |
| Publ 4396-A | Partner Resource Guide | 1019 | 11-19-2019 Upd | |
| Publ 4491 | VITA/TCE Training Guide | 1019 | 12-19-2019 Upd | |
| Publ 4491-X | VITA/TCE Training Supplement Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) | 0120 | 01-28-2020 Upd | |
| Publ 4555-E | VITA/TCE e-instructor guidance | 1019 | 11-15-2019 Upd | |
| Publ 4671 | VITA Grant Program Overview and Application Instructions | 0420 | 05-08-2020 Upd | |
| Publ 4695 (PR) | VITA/TCE Puerto Rico Volunteer Test | 1019 | 11-13-2019 Upd | |
| Publ 4696 (PR) | VITA/TCE Puerto Rico Resource Guide | 1119 | 11-13-2019 Upd | |
| Publ 4704-FS | Foreign Student and Scholar Test | 1019 | 05-13-2020 Upd | |
| ** 2018 ** | Publ 4731 | Screening Sheet for Volunteers Assisting Taxpayers with Form 1099-C | 1018 | 10-02-2018 Upd |
| Publ 4757 | Individual Taxpayer Identification Number (ITIN) | 0819 | 05-13-2020 Upd | |
| Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2019 | 11-12-2019 Upd | |
| Form 4868 (SP) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2019 | 04-15-2020 Upd | |
| ** 2018 ** | Publ 4883 | Grant Programs Resource Guide for VITA Volunteer Income Tax Assistance and TCE Tax Counseling for the Elderly | 0518 | 12-20-2018 Upd |
| ** 2018 ** | Publ 4885 | Screening Sheet for Health Savings Accounts (HSA) | 1018 | 10-30-2018 Upd |
| Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA) | 1019 | 11-14-2019 Upd | |
| Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 0819 | 05-14-2020 Upd | |
| Publ 4961 (SP) | Normas de Conducta para los Voluntarios en los VITA/TCE - Entrenamiento de Etica | 1019 | 11-14-2019 Upd | |
| ** 2018 ** | Publ 5027 | Identity Theft Information for Taxpayers | 0518 | 06-08-2018 Upd |
| Publ 5088 | Site Coordinator Training | 1119 | 09-27-2019 Upd | |
| Publ 5101 | Intake/Interview and Quality Review Training | 1019 | 10-02-2019 Upd | |
| Publ 5140 | Form 6729-C Job Aid | 1119 | 10-16-2019 Upd | |
| Publ 5141 | QSS Site Review Job Aid: To be used with Form 6729 | 0320 | 04-06-2020 Upd | |
| ** 2018 ** | Publ 5157-A | VITA/TCE Affordable Care Act - Taxpayer Scenarios | 1018 | 10-05-2018 Upd |
| Publ 5166 | IRS Volunteer Quality Site Requirements | 1019 | 09-16-2019 Upd | |
| Publ 5245 | Tax Counseling for the Elderly (TCE) Program Terms and Conditions | 0420 | 04-30-2020 Upd | |
| Publ 5247 | Volunteer Income Tax Assistance (VITA) Terms and Conditions | 0420 | 05-13-2020 Upd | |
| ** 2018 ** | Publ 5299 | VITA/TCE Quality Review Refresher | 1018 | 10-19-2018 Upd |
| Publ 5307 | Tax Reform: Basics for Individuals and Families | 0620 | 07-02-2020 Upd | |
| Publ 5310 | VITA/TCE Tax Return Quality Review Job Aid | 1019 | 10-17-2019 Upd | |
| Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2019 | 01-18-2020 Upd | |
| Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2019 | 01-22-2020 Upd | |
| Publ 5358 | Fact Sheet for SPEC Partners and Employees Filing Season 2020: VITA/TCE Training and Site Materials | 0919 | 09-13-2019 Upd | |
| Publ 5362 | Fact Sheet for VITA/TCE Partners and Volunteers: Continuing Education Credits | 0919 | 09-24-2019 Upd | |
| Publ 5363 | Fact Sheet for VITA/TCE Partners and Volunteers Federal Tax Law Update Test for Circular 230 Professionals | 0919 | 09-24-2019 Upd | |
| Publ 5376 | VITA Grant Reporting Requirements | 1219 | 01-03-2020 Upd | |
| Publ 5377 | Fact Sheet for VITA/TCE Partners and Volunteers | 1119 | 11-16-2019 Upd | |
| Publ 5395 | Fact Sheet for SPEC Partners VITA/TCE Scope and Product Change Requests | 0120 | 02-12-2020 Upd | |
| Publ 5396 | Fact Sheet for VITA/TCE Sites Impacted by Federally Declared Disasters | 0220 | 02-24-2020 Upd | |
| Publ 5396-A | Job Aid for VITA/TCE Volunteers Using Form 4852 when Missing the Form W-2 or 1099-R | 0220 | 02-24-2020 Upd | |
| Publ 5408 | Fact Sheet for SPEC Partners and Employees: Expanded Virtual VITA/TCE Process for the Remainder of Filing Season | 0420 | 04-02-2020 Upd | |
| Publ 5408 (SP) | Fact Sheet for SPEC Partners and Employees: Expanded Virtual VITA/TCE Process for the Remainder of Filing Season (Spanish Version) | 0420 | 04-16-2020 Upd | |
| Form 6729 | QSS Site Review Sheet | 1219 | 12-11-2019 Upd | |
| Form 6729-D | Site Review Sheet | 1019 | 10-02-2019 Upd | |
| Form 6729-P | Partner Return Review Sheet | 1019 | 10-11-2019 Upd | |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1019 | 12-17-2019 Upd | |
| ** 2018 ** | Form 8332 | Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent | 1018 | 10-16-2018 Upd |
| Form 8867 | Paid Preparer's Due Diligence Checklist | 2019 | 11-15-2019 Upd | |
| Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 2019 | 12-06-2019 Upd | |
| Form 8949 | Sales and other Dispositions of Capital Assets | 2019 | 12-10-2019 Upd | |
| Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2019 | 12-20-2019 Upd | |
| Form 8962 | Premium Tax Credit (PTC) | 2019 | 12-03-2019 Upd | |
| Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2019 | 12-03-2019 Upd | |
| ** 2018 ** | Form 8965 | Health Coverage Exemptions | 2018 | 01-23-2020 Upd |
| ** 2018 ** | Inst 8965 | Instructions for Form 8965, Health Coverage Exemptions | 2018 | 01-23-2020 Upd |
| Form 13614-C | Intake/Interview & Quality Review Sheet | 1019 | 11-07-2019 Upd | |
| Form 13614-C (SP) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1019 | 05-14-2020 Upd | |
| ** 2018 ** | Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1020 | 06-26-2020 Upd |
| Form 13977 | VITA Grant Program Budget Plan | 0420 | 04-29-2020 Upd | |
| Form 13978 | Projected Operations VITA Grant Program Application Plan | 0420 | 04-29-2020 Upd | |
| Form 14204 | Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet | 0319 | 03-14-2019 Upd | |
| Form W-2 | Wage and Tax Statement | 2019 | 01-14-2020 Upd | |
| Form W-2G | Certain Gambling Winnings | 2019 | 11-25-2019 Upd | |
| Form W-4 | Employee's Withholding Certificate | 2019 | 12-06-2019 Upd | |
| Form W-4 (SP) | Employee's Withholding Certificate (Spanish version) | 2019 | 12-13-2019 Upd | |
| Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2019 | 02-03-2020 Upd | |
| ** 2018 ** | Form W-4V | Voluntary Withholding Request | 0218 | 02-12-2018 Upd |