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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 07-12-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule B) Interest and Ordinary Dividends 2020 07-08-2020
** Draft ** Form 1095-B Health Coverage 2020 07-02-2020
  Publ 5307 Tax Reform: Basics for Individuals and Families 0620 07-02-2020

Updates 06-27-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 13615 Volunteer Standards of Conduct Agreement - VITA/TCE Programs 1020 06-26-2020

Updates 06-20-2020

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

Updates 06-13-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 17 (SP) Your Federal Income Tax (Spanish version) 2019 06-11-2020

Updates 06-06-2020

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

Updates 05-30-2020

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

Updates 05-23-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 4152 Electronic Toolkit for Nonresident Alien VITA/TCE Sites 1019 05-18-2020

Updates 05-16-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 962 Life's a little easier with EITC 1219 05-13-2020
  Publ 962 (EN-SP) Life's a little easier with EITC (English/Spanish version) 0919 05-13-2020
  Publ 3211 (EN-SP) Earned Income Tax Credit (EITC) Q&A (English/Spanish) 0218 05-13-2020
  Publ 4704-FS Foreign Student and Scholar Test 1019 05-13-2020
  Publ 4757 Individual Taxpayer Identification Number (ITIN) 0819 05-13-2020
  Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 0819 05-14-2020
  Publ 5247 Volunteer Income Tax Assistance (VITA) Terms and Conditions 0420 05-13-2020
  Form 13614-C (SP) Intake/Interview & Quality Review Sheet (Spanish Version) 1019 05-14-2020

Updates 05-09-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 4491-A VITA/TCE Training Guide - Consolidated Changes 1016 05-08-2020
  Publ 4671 VITA Grant Program Overview and Application Instructions 0420 05-08-2020
  Publ 5245 Tax Counseling for the Elderly (TCE) Program Terms and Conditions 0420 04-30-2020
  Form 13977 VITA Grant Program Budget Plan 0420 04-29-2020
  Form 13978 Projected Operations VITA Grant Program Application Plan 0420 04-29-2020

Updates 04-25-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Inst 1040 (Schedule C) Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) 2018 04-16-2020
  Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses 2018 04-16-2020
  Publ 1101 Application Package and Guidelines for Managing a TCE Program 0420 04-24-2020
  Form 4868 (SP) Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) 2019 04-15-2020
  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

Updates 04-11-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 5141 QSS Site Review Job Aid: To be used with Form 6729 0320 04-06-2020

Updates 04-04-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 962 (SP) Life's a little easier with EITC (Spanish version) 0320 03-31-2020
** Draft ** Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2018 03-31-2020
** Draft ** Form 1040 (Schedule 3) Additional Credits and Payments 2018 03-31-2020
  Publ 5141 QSS Site Review Job Aid: To be used with Form 6729 0320 04-03-2020
  Publ 5408 Fact Sheet for SPEC Partners and Employees: Expanded Virtual VITA/TCE Process for the Remainder of Filing Season 0420 04-02-2020

Updates 03-28-2020

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

Updates 03-21-2020

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

Updates 03-14-2020 (π day)

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Inst 1040-X Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return 0120 03-12-2020

Updates 03-07-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  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

Updates 02-29-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 525 Taxable and Nontaxable Income 2019 02-26-2020
  Publ 974 Premium Tax Credit (PTC) 2019 02-26-2020
  Inst 1040 Instructions for Form 1040, U.S. Individual Income Tax Return 2018 02-24-2020
  Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2018 02-24-2020
  Form 1040 (Schedule 3) Non-refundable Credits 2018 02-24-2020
  Form 1040 (Schedule A) Itemized Deductions 2018 02-25-2020
  Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040), Itemized Deductions 2018 02-25-2020
  Inst 1040-X Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return 2018 02-24-2020
  Publ 4225-B (SP) Do you like helping others? Volunteer for VITA/TCE (Spanish Version) 0120 02-24-2020
  Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts 2018 02-25-2020
  Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2018 02-27-2020
  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
  Publ 5396 Fact Sheet for VITA/TCE Sites Impacted by Federally Declared Disasters 0220 02-24-2020

Updates 02-22-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 17 Your Federal Income Tax (For Individuals) 2019 02-19-2020
  Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2019 02-18-2020
  Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2020 02-18-2020
  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. 2020 02-19-2020
  Publ 5396-A Job Aid for VITA/TCE Volunteers Using Form 4852 when Missing the Form W-2 or 1099-R 0220 02-19-2020

Updates 02-15-2020

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 or Form 1040-SR), Itemized Deductions 2018 02-11-2020
** Draft ** Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2020 02-14-2020
** 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. 2020 02-14-2020
  Publ 3676-B (EN-SP) VITA/TCE Site Location Flyer for Field Assistance Taxpayer Assistance Centers (English/Spanish) 1019 02-14-2020
  Publ 5307 Tax Reform: Basics for Individuals and Families 0220 02-11-2020
** Draft ** Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2018 02-14-2020
** Draft ** Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2018 02-14-2020
  Publ 5395 Fact Sheet for SPEC Partners VITA/TCE Scope and Product Change Requests 0120 02-12-2020

Updates 02-08-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1040-ES Estimated Tax for Individuals 2020 02-07-2020
  Inst 1040-X Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return 0119 02-03-2020
  Form W-2 Wage and Tax Statement (Info Copy Only) 2020 02-05-2020
  Form W-4P Withholding Certificate for Pension or Annuity Payments 2019 02-03-2020
  Publ 4225-B (SP) Do you like helping others? Volunteer for VITA/TCE (Spanish Version) 0120 02-05-2020

Updates 02-01-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Publ 17 Your Federal Income Tax (For Individuals) 2018 01-30-2020
  Publ 17 (SP) Your Federal Income Tax (Spanish version) 2018 01-30-2020
  Publ 525 Taxable and Nontaxable Income 2019 01-27-2020
  Publ 974 Premium Tax Credit (PTC) 2019 01-28-2020
  Inst 1040 Instructions for Form 1040 and Form 1040-SR, U.S. Individual Income Tax Return 2019 01-23-2020
** Draft ** Form 1040 (Schedule A) Itemized Deductions 0120 01-28-2020
  Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses 2019 01-23-2020
  Form 1040-ES Estimated Tax for Individuals 2019 01-30-2020
  Form 1040-X Amended U.S. Individual Income Tax Return 0120 01-29-2020
  Publ 4491-X VITA/TCE Training Supplement Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) 0120 01-28-2020
  Form 5329 Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2019 01-18-2020
  Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2019 01-22-2020
  Form 8965 Health Coverage Exemptions 2018 01-23-2020
  Inst 8965 Instructions for Form 8965, Health Coverage Exemptions 2018 01-23-2020
  Form W-4P Withholding Certificate for Pension or Annuity Payments 2020 01-31-2020

Updates 01-18-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Form 1040 (Schedule 1) Additional Income and Adjustments to Income 0120 01-13-2020
  Form 1040 (Schedule A) Itemized Deductions 2019 01-15-2020
  Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions 2019 01-17-2020
  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
  Inst 1040 (Schedule E) Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss 2019 01-17-2020
** Draft ** Form 1040-X Amended U.S. Individual Income Tax Return 0120 10-07-2019
** Draft ** Inst 1040-X Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return 0120 12-05-2019
** 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. 2020 01-16-2020
  Form W-2 Wage and Tax Statement (Info Copy Only) 2020 01-14-2020
  Form W-2 Wage and Tax Statement 2019 01-14-2020

Updates 01-11-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Inst 1040 Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return 2019 01-08-2020
  Form 1040 (Schedule A) Itemized Deductions 2019 01-09-2020
  Publ 4152 Electronic Toolkit for Nonresident Alien VITA/TCE Sites 1019 01-09-2020

Updates 01-04-2020

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form W-4 Employee's Withholding Certificate 2020 12-31-2019
  Form W-4 (SP) Employee's Withholding Certificate (Spanish version) 2020 01-02-2020
  Publ 5376 VITA Grant Reporting Requirements 1219 01-03-2020

Updates 12-28-2019

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

Updates 12-21-2019

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 2019 12-16-2019
  Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2019 12-20-2019
  Form 1040 (Schedule 3) Additional Credits and Payments 2019 12-20-2019
** Draft ** Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2020 12-16-2019
  Publ 4012 VITA/TCE Volunteer Resource Guide 1019 12-17-2019
  Publ 4225-B Do you like helping others? Volunteer for VITA/TCE 1019 12-19-2019
  Publ 4491 VITA/TCE Training Guide 1019 12-19-2019
  Form 6744 VITA/TCE Volunteer Assistor's Test/Retest 1019 12-17-2019
  Inst 8949 Instructions for Form 8949, Sales and other Dispositions of Capital Assets 2019 12-20-2019

Updates 12-14-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Publ 525 Taxable and Nontaxable Income 2019 12-11-2019
  Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040), Itemized Deductions 2019 12-12-2019
  Inst 1040 (Schedule D) Instructions for Schedule D (Form 1040), Capital Gains and Losses 2019 12-09-2019
  Inst 1094-B and 1095-B Instructions for Forms 1094-B and 1095-B 2019 12-09-2019
  Form 1095-B Health Coverage 2019 12-09-2019
  Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2019 12-09-2019
  Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2019 12-11-2019
  Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2020 12-10-2019
  Inst 1099-MISC Instructions for Form 1099-MISC, Miscellaneous Income 2020 12-10-2019
  Inst 1099-MISC Instructions for Form 1099-MISC, Miscellaneous Income 2019 12-09-2019
** 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. 2020 12-13-2019
  Form 6729 QSS Site Review Sheet 1219 12-11-2019
  Form 8949 Sales and other Dispositions of Capital Assets 2019 12-10-2019
  Inst 8949 Instructions for Form 8949, Sales and other Dispositions of Capital Assets 2019 12-12-2019
  Form W-4 (SP) Employee's Withholding Certificate (Spanish version) 2020 12-13-2019
  Form W-4 (SP) Employee's Withholding Certificate (Spanish version) 2019 12-13-2019
** Draft ** Form W-4P Withholding Certificate for Pension or Annuity Payments 2020 12-13-2019

Updates 12-07-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1040 (Schedule 1) Additional Income and Adjustments to Income 2019 12-05-2019
  Form 1040 (Schedule A) Itemized Deductions 2019 12-05-2019
** Draft ** Inst 1040 (Schedule A) Instructions for Schedule A (Form 1040), Itemized Deductions 2019 12-03-2019
** Draft ** Inst 1094-B and 1095-B Instructions for Forms 1094-B and 1095-B 2019 12-06-2019
  Inst 1094-C and 1095-C Instructions for Forms 1094-C and 1095-C 2019 12-06-2019
** Draft ** Form 1095-B Health Coverage 2019 12-05-2019
** Draft ** Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2019 12-04-2019
  Inst 1099-MISC Instructions for Form 1099-MISC, Miscellaneous Income 2020 12-03-2019
  Inst 8867 Instructions for Form 8867, Paid Preparer's Due Diligence Checklist 2019 12-06-2019
  Form 8962 Premium Tax Credit (PTC) 2019 12-03-2019
  Inst 8962 Instructions for Form 8962, Premium Tax Credit (PTC) 2019 12-03-2019
  Form W-4 Employee's Withholding Certificate 2020 12-06-2019
  Form W-4 Employee's Withholding Certificate 2019 12-06-2019

Updates 11-30-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
** Draft ** Publ 974 Premium Tax Credit (PTC) 2019 11-27-2019
  Form 1040 U.S. Individual Income Tax Return 2019 11-27-2019
  Form 1040 (Schedule 2) Additional Taxes 2019 11-28-2019
  Form 1040 (Schedule 3) Additional Credits and Payments 2019 11-28-2019
  Inst 1040 (Schedule B) Instructions for Schedule B (Form 1040), Interest and Ordinary Dividends 2019 11-26-2019
** Draft ** Form 1099-B Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) 2020 11-26-2019
  Inst 5329 Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts 2019 11-25-2019
  Form W-2G Certain Gambling Winnings 2019 11-25-2019

Updates 11-23-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1040 (Schedule B) Interest and Ordinary Dividends 2019 11-15-2019
  Form 1040 (Schedule D) Capital Gains and Losses 2019 11-13-2019
** Draft ** Inst 1094-B and 1095-B Instructions for Forms 1094-B and 1095-B 2019 11-13-2019
** Draft ** Inst 1094-C and 1095-C Instructions for Forms 1094-C and 1095-C 2019 11-13-2019
** Draft ** Form 1095-B Health Coverage 2019 11-13-2019
** Draft ** Form 1095-C Employer-Provided Health Insurance Offer and Coverage 2019 11-13-2019
  Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2020 11-19-2019
  Inst 1099-B Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions 2019 11-19-2019
  Form 1099-MISC Miscellaneous Income (Info Copy Only) 2019 11-19-2019
  Form 1099-MISC Miscellaneous Income (Info Copy Only) 2020 11-19-2019
** Draft ** Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) 2020 11-18-2019
  Publ 4390 VITA/TCE Computer Loan Program 0919 11-14-2019
  Publ 4396-A Partner Resource Guide 1019 11-19-2019
  Publ 4555-E VITA/TCE e-instructor guidance 1019 11-15-2019
  Publ 4695 (PR) VITA/TCE Puerto Rico Volunteer Test 1019 11-13-2019
  Publ 4696 (PR) VITA/TCE Puerto Rico Resource Guide 1119 11-13-2019
  Form 4868 Application for Automatic Extension of Time to File U.S. Individual Income Tax Return 2019 11-12-2019
  Form 4868 (SP) Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) 2019 11-19-2019
  Publ 4942 VITA/TCE Specialty Course - Health Savings Accounts (HSA) 1019 11-14-2019
  Publ 4961 VITA/TCE - Volunteer Standards of Conduct - Ethics Training 0819 11-13-2019
  Publ 4961 (SP) Normas de Conducta para los Voluntarios en los VITA/TCE - Entrenamiento de Etica 1019 11-14-2019
  Form 5329 Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts 2019 11-14-2019
  Form 6729 Site Review Sheet 1019 11-14-2019
  Form 8867 Paid Preparer's Due Diligence Checklist 2019 11-15-2019
  Form W-2G Certain Gambling Winnings 2020 11-22-2019
  Publ 5377 Fact Sheet for VITA/TCE Partners and Volunteers 1119 11-16-2019

Updates 11-09-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Form 1098-E Student Loan Interest Statement (Info Copy Only) 2019 11-06-2019
  Form 1098-E Student Loan Interest Statement (Info Copy Only) 2020 11-04-2019
  Form 1099-A Acquisition or Abandonment of Secured Property (Info Copy Only) 2019 11-06-2019
  Form 1099-A Acquisition or Abandonment of Secured Property (Info Copy Only) 2020 11-05-2019
  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 11-04-2019
  Form 1099-C Cancellation of Debt (Info Copy Only) 2019 11-06-2019
  Form 1099-C Cancellation of Debt (Info Copy Only) 2020 11-04-2019
  Publ 4390 VITA/TCE Computer Loan Program 0819 11-06-2019
  Form 13614-C Intake/Interview & Quality Review Sheet 1019 11-07-2019

Updates 11-02-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Inst 1098-E and 1098-T Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement 2020 10-28-2019
  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
  Form 1098-T Tuition Statement (Info Copy Only) 2019 10-28-2019
  Form 1098-T Tuition Statement (Info Copy Only) 2020 10-28-2019
  Inst 1099-LTC Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits 2019 10-27-2019
  Form 1099-R Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. 2018 10-27-2019

Updates 10-26-2019

Selected New/Updated IRS Forms / Publications
Note Product Number Title Revision Date Posted Date
  Inst 1099-LTC Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits 1019 10-25-2019
  Publ 4396-A Partner Resource Guide 1019 10-22-2019
** Draft ** Form W-2 Wage and Tax Statement (Info Copy Only) 2020 10-25-2019
  Publ 4225-B Do you like helping others? Volunteer for VITA/TCE 1019 10-25-2019

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