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
Don't forget to refresh the page (F5/Ctrl-R) to make sure you have the latest version...
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 | ||||
Updates 05-28-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Nothing Interesting | ||||
Updates 05-07-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2021 | 04-28-2022 | |
| Publ 4671 | Helping You Help Others VITA Grant Program Overview and Application Instructions | 0422 | 05-02-2022 |
Updates 04-23-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2021 | 04-28-2022 | |
| Publ 4671 | Helping You Help Others VITA Grant Program Overview and Application Instructions | 0422 | 05-02-2022 |
Updates 04-16-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Nothing Interesting | ||||
Updates 04-09-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Form 15373 | VITA/TCE Free Tax Preparation Using Over the Phone Interpreter Services | 0322 | 04-08-2022 |
Updates 04-02-2022
Selected New/Updated IRS Forms / Publications
| 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 |
| Form 15373 | VITA/TCE Free Tax Preparation Using Over the Phone Interpreter Services | 0322 | 03-30-2022 |
Updates 03-26-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 1101 | Application Package and Guidelines for Managing a TCE Program | 0422 | 03-24-2022 | |
| Publ 5245 | Tax Counseling for the Elderly (TCE) Program Terms and Conditions | 0322 | 03-24-2022 | |
| Publ 5380 | Fact Sheet: Buying US Savings Bond with Your Tax Refund for VITA/TCE Taxpayers | 1121 | 03-21-2022 | |
| Publ 5381 | Fact Sheet: Filing Form 8888 and Series I Savings Bonds for VITA/TCE Partners | 1121 | 03-21-2022 | |
| 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 | |
| Publ 5457 | TCE Grant Award Notification Required Actions and Other Information | 0422 | 03-21-2022 | |
| Publ 5506-A | VITA Volunteer Income Tax Assistance High School College and University Flyer | 0422 | 03-24-2022 | |
| Form 13977 | VITA Grant Program Budget Plan | 0322 | 03-24-2022 | |
| Form 13978 | Projected Operations VITA Grant Program Application Plan | 0322 | 03-24-2022 | |
| Form 14335 | Primary Contact Information for VITA/TCE Grant Programs | 0322 | 03-24-2022 | |
| Form 15358 | Coronavirus Safety Protocols for VITA/TCE Site | 1221 | 03-21-2022 |
Updates 03-19-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2021 | 03-16-2022 | |
| Publ 5506-A | VITA Volunteer Income Tax Assistance High School College and University Flyer | 0421 | 03-18-2022 |
Updates 03-12-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 974 | Premium Tax Credit (PTC) | 2021 | 03-08-2022 | |
| Publ 5457 | TCE Grant Award Notification Required Actions and Other Information | 0422 | 03-10-2022 | |
| Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2021 | 03-11-2022 |
Updates 03-05-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2021 | 02-28-2022 | |
| ** Draft ** | Publ 974 | Premium Tax Credit (PTC) | 2021 | 03-04-2022 |
Updates 02-26-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 590-A | Contributions to Individual Retirement Arrangements (IRAs) | 2021 | 02-22-2022 | |
| ** Draft ** | Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2021 | 02-25-2022 |
| ** Draft ** | Publ 974 | Premium Tax Credit (PTC) | 2021 | 02-22-2022 |
| Publ 5396-A | Job Aid for VITA/TCE Volunteers Using Form 4852 when Missing the Form W-2 or 1099-R | 0122 | 02-24-2022 |
Updates 02-19-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 0122 | 02-15-2022 | |
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 0122 | 02-16-2022 | |
| Publ 5087-FS | VITA/TCE Foreign Student and Scholar Resource Guide | 1221 | 02-14-2022 | |
| Inst 8915-C | Instructions for Form 8915-C, Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-15-2022 | |
| Inst 8915-D | Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-15-2022 | |
| Inst 8915-F | Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments | 0222 | 02-15-2022 | |
| ** Draft ** | Form 8915-E | Qualified 2020 Disaster Retirement Plan Distributions and Repayments | 2020 | 02-11-2021 |
| ** Draft ** | Inst 8915-E | Instructions for Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Use for Coronavirus-Related Distributions) | 2020 | 02-11-2021 |
Updates 02-12-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2021 | 02-11-2022 | |
| Publ 939 | General Rule for Pensions and Annuities | 1221 | 02-11-2022 | |
| Publ 974 | Premium Tax Credit (PTC) | 2021 | 02-11-2022 | |
| Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 0122 | 02-08-2022 | |
| Inst 8915-C | Instructions for Form 8915-C, Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-11-2022 | |
| Inst 8915-D | Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-11-2022 |
Updates 02-05-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 17 (SP) | Your Federal Income Tax (Spanish version) | 2021 | 02-02-2022 | |
| Form 8915-C | Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-03-2022 | |
| Form 8915-D | Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2021 | 02-04-2022 | |
| Form 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments | 0122 | 02-02-2022 | |
| Inst 8915-F | Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments | 0122 | 02-03-2022 | |
| Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2022 | 01-31-2022 |
Updates 01-29-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Form 1040-ES | Estimated Tax for Individuals | 2022 | 01-28-2022 | |
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 0122 | 01-27-2022 | |
| Publ 5087-FS | VITA/TCE Foreign Student and Scholar Resource Guide | 1221 | 01-27-2022 |
Updates 01-22-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Nothing Interesting | ||||
Updates 01-15-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 525 | Taxable and Nontaxable Income | 2021 | 01-14-2022 | |
| 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 | |
| Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2021 | 01-10-2022 | |
| Form W-2 | Wage and Tax Statement (Info Copy Only) | 2022 | 01-14-2022 | |
| Form W-4 (sp) | Employee's Withholding Certificate (Spanish version) | 2022 | 01-12-2022 |
Updates 01-08-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 590-A | Contributions to Individual Retirement Arrangements (IRAs) | 2021 | 01-06-2022 | |
| ** Draft ** | Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2021 | 01-05-2022 |
| Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions | 2021 | 01-05-2022 | |
| Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 2021 | 01-05-2022 | |
| Publ 4491-X | VITA/TCE Training Supplement | 0122 | 01-06-2022 | |
| Form 4868 (sp) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2021 | 01-04-2022 | |
| Publ 5466 | Ten Reminders To Keep You And Others Safe at VITA/TCE Sites | 1221 | 01-03-2022 | |
| Inst 7202 | Instructions for Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals | 2021 | 01-07-2022 | |
| Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 1221 | 01-07-2022 | |
| Form 13533 | VITA - TCE Partner Sponsor Agreement | 0920 | 01-05-2022 | |
| Form W-4 | Employee's Withholding Certificate | 2021 | 01-03-2022 | |
| Form W-4 (sp) | Employee's Withholding Certificate (Spanish version) | 2022 | 01-06-2022 | |
| Form W-4 (SP) | Employee's Withholding Certificate (Spanish version) | 2021 | 01-06-2022 | |
| Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2021 | 01-04-2022 | |
| Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2022 | 01-03-2022 |
Updates 01-01-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 962 | Life's a little easier with EITC | 1221 | 12-28-2021 | |
| Form 1099-A | Acquisition or Abandonment of Secured Property | 2021 | 12-29-2021 | |
| Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 0122 | 12-28-2021 | |
| Form 1099-C | Cancellation of Debt (Info Copy Only) | 0122 | 12-28-2021 | |
| Form 1099-C | Cancellation of Debt | 2021 | 12-29-2021 | |
| Form W-4 | Employee's Withholding Certificate | 2022 | 12-30-2021 | |
| ** Draft ** | Form W-4 (SP) | Employee's Withholding Certificate (Spanish version) | 2022 | 12-29-2021 |
| ** Draft ** | Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2022 | 12-29-2021 |
Updates 12-25-2021
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 | 2021 | 12-22-2021 | |
| Form 1040 (Schedule A) | Itemized Deductions | 2021 | 12-20-2021 | |
| ** Draft ** | Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions | 2021 | 12-23-2021 |
| 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 | |
| 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. | 2021 | 12-23-2021 | |
| 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 | |
| Form W-2 | Wage and Tax Statement (Info Copy Only) | 2021 | 12-21-2021 | |
| Form W-2 | Wage and Tax Statement (Info Copy Only) | 2022 | 12-20-2021 | |
| ** Draft ** | Form W-4 | Employee's Withholding Certificate | 2022 | 12-21-2021 |
Updates 12-18-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 17 | Your Federal Income Tax (For Individuals) | 2021 | 12-17-2021 | |
| ** Draft ** | Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions | 2021 | 12-13-2021 |
| Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses | 2021 | 12-14-2021 | |
| Inst 1040 (Schedule E) | Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss | 2021 | 12-15-2021 | |
| Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2021 | 12-16-2021 | |
| Inst 1099-B | Proceeds from Broker and Barter Exchange Transactions | 2021 | 12-16-2021 | |
| Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 0122 | 12-15-2021 | |
| Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 2021 | 12-16-2021 | |
| Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2021 | 12-16-2021 | |
| Form 7202 | Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals | 2021 | 12-17-2021 | |
| ** Draft ** | Inst 7202 | Instructions for Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals | 2021 | 12-15-2021 |
| Form 8949 | Sales and other Dispositions of Capital Assets | 2021 | 12-13-2021 | |
| Form 8962 | Premium Tax Credit (PTC) | 2021 | 12-13-2021 | |
| Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2021 | 12-13-2021 | |
| ** Draft ** | Form W-2 | Wage and Tax Statement (Info Copy Only) | 2022 | 12-17-2021 |
Updates 12-11-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Form 1040 | U.S. Individual Income Tax Return | 2021 | 12-09-2021 | |
| Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends | 2021 | 12-09-2021 | |
| Form 1040 (Schedule D) | Capital Gains and Losses | 2021 | 12-10-2021 | |
| ** Draft ** | Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses | 2021 | 12-06-2021 |
| Form 1040-SR | U.S. Tax Return for Seniors | 2021 | 12-09-2021 | |
| Inst 1094-B and 1095-B | Instructions for Forms 1094-B and 1095-B | 2021 | 12-09-2021 | |
| Inst 1094-C and 1095-C | Instructions for Forms 1094-C and 1095-C | 2021 | 12-09-2021 | |
| Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 0122 | 12-10-2021 | |
| Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2022 | 12-10-2021 | |
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 1021 | 12-08-2021 | |
| Publ 4491 | VITA/TCE Training Guide | 1021 | 12-08-2021 | |
| Publ 4961 (sp) | VITA/TCE - Volunteer Standards of Conduct - Ethics Training (Spanish Version) | 1121 | 12-08-2021 | |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1021 | 12-08-2021 | |
| ** Draft ** | Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2021 | 12-06-2021 |
| Form 15358 | Coronavirus Safety Protocols for VITA/TCE Site | 1221 | 12-08-2021 |
Updates 12-04-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1040 | Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return | 2021 | 12-03-2021 |
| Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2021 | 12-03-2021 | |
| Form 1040 (Schedule 2) | Additional Taxes | 2021 | 12-03-2021 | |
| Form 1040 (Schedule 3) | Additional Credits and Payments | 2021 | 12-03-2021 | |
| Inst 1098-E and 1098-T | Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement | 2021 | 12-01-2021 | |
| Form 1098-T | Tuition Statement (Info Copy Only) | 2022 | 11-30-2021 | |
| 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 | |
| Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2022 | 12-03-2021 | |
| Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2022 | 12-03-2021 | |
| Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 2021 | 12-03-2021 | |
| Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 0122 | 12-02-2021 | |
| Form 1099-INT | Interest Income (Info Copy Only) | 0122 | 12-01-2021 | |
| Form 1099-INT | Interest Income (Info Copy Only) | 2021 | 12-02-2021 | |
| Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 2021 | 12-02-2021 | |
| Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 0122 | 12-01-2021 | |
| Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2021 | 11-30-2021 | |
| Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2021 | 12-01-2021 | |
| Form 8867 | Paid Preparer's Due Diligence Checklist | 1221 | 12-01-2021 |
Updates 11-27-2021
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 | 0921 | 11-23-2021 | |
| Form W-2 | Wage and Tax Statement (Info Copy Only) | 2021 | 11-23-2021 |
Updates 11-20-2021
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 | 2022 | 11-15-2021 | |
| Form 1098-T | Tuition Statement (Info Copy Only) | 2021 | 11-15-2021 | |
| Form 1098-T | Tuition Statement (Info Copy Only) | 2022 | 11-15-2021 | |
| Publ 3676-B (en-sp) | IRS Certified Volunteers Providing Free Tax Preparation (English-Spanish) | 1021 | 11-18-2021 | |
| Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2021 | 11-16-2021 |
Updates 11-13-2021
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 | 0921 | 11-10-2021 | |
| Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2022 | 11-08-2021 | |
| Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2021 | 11-09-2021 | |
| ** Draft ** | Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 0122 | 11-10-2021 |
| Publ 4396-A | Partner Resource Guide | 1121 | 11-10-2021 | |
| Publ 4696 (PR) | VITA/TCE Puerto Rico Resource Guide | 0921 | 11-09-2021 | |
| Publ 5140 | Partner Site & Return Reviews Job Aid | 1121 | 11-10-2021 | |
| ** Draft ** | Form 8962 | Premium Tax Credit (PTC) | 2021 | 11-08-2021 |
Updates 11-06-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2021 | 11-03-2021 | |
| ** 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 | 0122 | 11-03-2021 |
| ** 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. | 2022 | 11-01-2021 |
| Publ 4152 | Electronic Toolkit for Nonresident Alien VITA/TCE Sites | 1121 | 11-05-2021 | |
| Publ 4299 | Privacy, Confidentiality, and Civil Rights - A Public Trust | 1021 | 11-03-2021 | |
| Publ 4555-E | VITA/TCE e-instructor guidance | 1021 | 11-01-2021 | |
| Publ 4695 (PR) | VITA/TCE Puerto Rico Volunteer Test | 0921 | 11-03-2021 | |
| Publ 5377 | Fact Sheet: Practice Lab for VITA/TCE Partners and Volunteers | 1121 | 11-03-2021 | |
| ** Draft ** | Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2021 | 11-03-2021 |
| Form 13614-C | Intake/Interview & Quality Review Sheet | 1021 | 11-01-2021 | |
| Form 13614-C (sp) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1021 | 11-05-2021 |
Updates 10-30-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule 3) | Additional Credits and Payments | 2021 | 10-26-2021 |
| ** Draft ** | Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends | 2021 | 10-28-2021 |
| Form 1040 (Schedule C) | Profit or Loss from Business (Sole Proprietorship) | 2021 | 10-25-2021 | |
| Form 1040 (Schedule E) | Supplemental Income and Loss | 2021 | 10-25-2021 | |
| Inst 1095-A | Instructions for Form 1095-A, Health Insurance Marketplace Statement | 2021 | 10-27-2021 | |
| Form 1095-B | Health Coverage | 2021 | 10-26-2021 | |
| Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2021 | 10-27-2021 | |
| Publ 3676-A (EN-SP) | IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) | 1021 | 10-29-2021 | |
| Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1021 | 10-29-2021 |
Updates 10-23-2021
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) | 2021 | 10-20-2021 |
| ** Draft ** | Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses | 2021 | 10-20-2021 |
| Publ 5299 | VITA/TCE Quality Review Refresher | 1021 | 10-21-2021 |
Updates 10-16-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 1021 | 10-14-2021 | |
| Publ 4491 | VITA/TCE Training Guide | 1021 | 10-13-2021 | |
| Publ 5451 | VITA/TCE Volunteer Orientation | 1021 | 10-12-2021 | |
| Publ 5451-A | VITA/TCE Volunteer Orientation (With Notes) | 1021 | 10-12-2021 | |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1021 | 10-13-2021 | |
| ** Draft ** | Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2021 | 10-14-2021 |
Updates 10-09-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Publ 590-A | Contributions to Individual Retirement Arrangements (IRAs) | 2021 | 10-08-2021 |
| ** Draft ** | Inst 1040-X | Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return | 0921 | 10-08-2021 |
| ** Draft ** | Form 1099-C | Cancellation of Debt (Info Copy Only) | 0122 | 10-07-2021 |
| ** Draft ** | Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 0122 | 10-06-2021 |
| Publ 4757 | Individual Taxpayer Identification Number (ITIN) | 1021 | 10-05-2021 | |
| Publ 4883 | Grant Programs Resource Guide for VITA Volunteer Income Tax Assistance and TCE Tax Counseling for the Elderly | 0921 | 10-04-2021 | |
| Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA) | 1021 | 10-08-2021 | |
| Publ 5310 | VITA/TCE Tax Return Quality Review Job Aid | 1021 | 10-06-2021 | |
| Publ 5358 | Fact Sheet: Filing Season: VITA/TCE Training and Site Materials for SPEC Partners and Employees | 0921 | 10-05-2021 | |
| Publ 5362 | Fact Sheet: Continuing Education Credits for VITA/TCE Partners and Volunteers | 0921 | 10-05-2021 | |
| Form 15272 | VITA/TCE Security Plan | 1021 | 10-05-2021 | |
| Publ 5566 | Fact Sheet: Ordering Procedures for VITA/TCE Training and Site Materials for Partners and Volunteers | 1021 | 10-06-2021 |
Updates 10-02-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1040 (Schedule E) | Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss | 2021 | 09-28-2021 |
| Publ 1084 | Volunteer Site Coordinator Handbook | 1021 | 09-30-2021 | |
| Form 1095-A | Health Insurance Marketplace Statement | 2021 | 09-30-2021 | |
| ** Draft ** | Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 0122 | 09-28-2021 |
| ** Draft ** | Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2022 | 09-30-2021 |
| ** Draft ** | Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2022 | 09-28-2021 |
| ** Draft ** | Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2022 | 09-28-2021 |
| Publ 5088 | Site Coordinator Training | 1021 | 09-30-2021 | |
| Publ 5101 | Intake/Interview and Quality Review Training | 1021 | 09-29-2021 | |
| Publ 5166 | IRS Volunteer VITA/TCE Volunteer Quality Site Requirements | 1021 | 10-01-2021 | |
| Publ 5358 | Fact Sheet for SPEC Partners and Employees Filing Season: VITA/TCE Training and Site Materials | 0921 | 09-30-2021 | |
| Form 6729-D | Site Review Sheet | 1021 | 09-30-2021 | |
| Form 6729-P | Partner Return Review Sheet | 1021 | 09-29-2021 | |
| ** Draft ** | Form W-2 | Wage and Tax Statement (Info Copy Only) | 2022 | 09-29-2021 |
Updates 09-25-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1094-B and 1095-B | Instructions for Forms 1094-B and 1095-B | 2021 | 09-22-2021 |
| ** Draft ** | Inst 1094-C and 1095-C | Instructions for Forms 1094-C and 1095-C | 2021 | 09-22-2021 |
| ** Draft ** | Inst 1095-A | Instructions for Form 1095-A, Health Insurance Marketplace Statement | 2021 | 09-22-2021 |
| ** Draft ** | Form 4868 (SP) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2021 | 09-23-2021 |
| ** Draft ** | Form 8867 | Paid Preparer's Due Diligence Checklist | 1221 | 09-23-2021 |
Updates 09-18-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1098-E and 1098-T | Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement | 2022 | 09-13-2021 |
| ** Draft ** | Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 0122 | 09-13-2021 |
| ** Draft ** | Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2021 | 09-17-2021 |
| ** Draft ** | Form 7202 | Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals | 2021 | 09-14-2021 |
| ** Draft ** | Form 8915-C | Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2021 | 09-13-2021 |
| ** Draft ** | Form 8915-D | Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2021 | 09-13-2021 |
Updates 09-11-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 2021 | 09-09-2021 |
| ** Draft ** | Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2021 | 09-09-2021 |
Updates 09-04-2021
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) | 2022 | 09-01-2021 |
| ** Draft ** | Form 1098-T | Tuition Statement (Info Copy Only) | 2022 | 09-01-2021 |
| ** Draft ** | Form 1099-INT | Interest Income (Info Copy Only) | 0122 | 09-01-2021 |
| ** Draft ** | Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2021 | 09-02-2021 |
| ** Draft ** | Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2021 | 09-03-2021 |
| Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1021 | 09-03-2021 |
Updates 08-28-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule A) | Itemized Deductions | 2021 | 08-18-2021 |
| ** Draft ** | Form 1040 (Schedule D) | Capital Gains and Losses | 2021 | 08-18-2021 |
| ** Draft ** | Form 1040-SR | U.S. Tax Return for Seniors | 2021 | 08-19-2021 |
| Form 1040-X | Amended U.S. Individual Income Tax Return | 0721 | 08-25-2021 | |
| Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 0821 | 08-24-2021 | |
| Publ 4390 | VITA/TCE Computer Loan Program | 0821 | 08-17-2021 | |
| ** Draft ** | Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2021 | 08-09-2021 |
| Publ 5455 | Fact Sheet: Reporting Data Breaches at VITA/TCE Sites for SPEC Partners | 0821 | 08-19-2021 | |
| Publ 5503 | Fact Sheet: IRS Loaned Equipment for VITA/TCE Partners | 0821 | 08-13-2021 | |
| ** Draft ** | Form 8962 | Premium Tax Credit (PTC) | 2021 | 08-12-2021 |
Updates 08-07-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Nothing Interesting | ||||
Updates 07-31-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040-X | Amended U.S. Individual Income Tax Return | 0721 | 07-28-2021 |
Updates 07-24-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 | U.S. Individual Income Tax Return | 2021 | 07-21-2021 |
| ** Draft ** | Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2021 | 07-21-2021 |
| ** Draft ** | Form 1040 (Schedule 2) | Additional Taxes | 2021 | 07-21-2021 |
| ** Draft ** | Form 1040 (Schedule 3) | Additional Credits and Payments | 2021 | 07-21-2021 |
| ** Draft ** | Form 1095-A | Health Insurance Marketplace Statement | 2021 | 07-09-2021 |
| Publ 4885 | Screening Sheet for Health Savings Accounts (HSA) | 1020 | 07-20-2021 | |
| ** Draft ** | Form 8949 | Sales and other Dispositions of Capital Assets | 2021 | 07-23-2021 |
Updates 07-03-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 0122 | 07-02-2021 |
| ** Draft ** | Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 0122 | 07-01-2021 |
Updates 06-26-2021
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2021 | 06-22-2021 |
| ** Draft ** | Form 8867 | Paid Preparer's Due Diligence Checklist | 1221 | 06-24-2021 |