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 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 |
Updates 03-09-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Publ 525 | Taxable and Nontaxable Income | 2018 | 03-08-2019 |
Updates 03-02-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Publ 17 (SP) | Your Federal Income Tax (Spanish version) | 2018 | 03-01-2019 | |
Publ 974 | Premium Tax Credit (PTC) | 2018 | 02-25-2019 | |
Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040), Itemized Deductions | 2018 | 02-27-2019 |
Updates 02-23-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Publ 974 | Premium Tax Credit (PTC) | 2018 | 02-22-2019 |
Updates 02-16-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
** Draft ** | Publ 974 | Premium Tax Credit (PTC) | 2018 | 02-11-2019 |
Updates 02-09-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Publ 962 | Life's a little easier with EITC | 1118 | 02-05-2019 | |
Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2018 | 02-05-2019 | |
Publ 4012 | VITA/TCE Volunteer Resource Guide | 1218 | 02-04-2019 | |
Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2018 | 02-05-2019 | |
Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2019 | 02-04-2019 |
Updates 02-02-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Publ 17 | Your Federal Income Tax (For Individuals) | 2018 | 01-31-2019 | |
Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2019 | 01-29-2019 |
Updates 01-26-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Inst 1040 | Instructions for Form 1040, U.S. Individual Income Tax Return | 2018 | 01-25-2019 |
Updates 01-19-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Publ 525 | Taxable and Nontaxable Income | 2018 | 01-18-2019 | |
Inst 1040 | Instructions for Form 1040, U.S. Individual Income Tax Return | 2018 | 01-16-2019 | |
Form 1040-ES | Estimated Tax for Individuals | 2019 | 01-17-2019 | |
Publ 4491-X | VITA/TCE Training Supplement Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) | 1118 | 01-17-2019 | |
Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2018 | 01-18-2019 | |
Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2018 | 01-14-2019 | |
Form W-2 | Wage and Tax Statement (Info Copy Only) | 2018 | 01-14-2019 | |
Form W-2 | Wage and Tax Statement (Info Copy Only) | 2019 | 01-14-2019 |
Updates 01-12-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2019 | 01-08-2019 | |
Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2018 | 01-08-2019 | |
** Draft ** | Form W-2 | Wage and Tax Statement (Info Copy Only) | 2019 | 01-11-2019 |
Updates 01-05-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Nothing Interesting |
Updates 01-01-2019
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040), Itemized Deductions | 2018 | 12-28-2018 | |
Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 2019 | 12-26-2018 | |
Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 2018 | 12-31-2018 | |
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 | |
Publ 4012 | VITA/TCE Volunteer Resource Guide | 1218 | 12-28-2018 |
Updates 12-22-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040), Capital Gains and Losses | 2018 | 12-21-2018 | |
Inst 1099-MISC | Instructions for Form 1099-MISC, Miscellaneous Income | 2018 | 12-17-2018 | |
Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | 2018 | 12-19-2018 | |
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 | 2019 | 12-21-2018 | |
Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 1118 | 12-20-2018 | |
Publ 4883 | Grant Programs Resource Guide for VITA Volunteer Income Tax Assistance and TCE Tax Counseling for the Elderly | 0518 | 12-20-2018 | |
Publ 5141 | QSS Site Review Job Aid: To be used with Form 6729 | 1018 | 12-20-2018 | |
Publ 5310 | VITA/TCE Tax Return Quality Review Job Aid | 1018 | 12-20-2018 | |
Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 2018 | 12-18-2018 | |
Inst 8965 | Instructions for Form 8965, Health Coverage Exemptions | 2018 | 12-21-2018 | |
Form W-4 (SP) | Employee's Withholding Allowance Certificate (Spanish version) | 2018 | 12-17-2018 |
Updates 12-15-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Publ 939 | General Rule for Pensions and Annuities | 1218 | 12-11-2018 | |
Form 1040 | U.S. Individual Income Tax Return | 2018 | 12-12-2018 | |
Inst 1040 | Instructions for Form 1040, U.S. Individual Income Tax Return | 2018 | 12-12-2018 | |
** Draft ** | Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040), Itemized Deductions | 2018 | 12-11-2018 |
Inst 1040 (Schedule E) | Instructions for Schedule E (Form 1040), Supplemental Income and Loss | 2018 | 12-11-2018 | |
Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 2019 | 12-10-2018 | |
Form 1099-C | Cancellation of Debt (Info Copy Only) | 2019 | 12-10-2018 | |
Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 2018 | 12-13-2018 | |
Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 2019 | 12-11-2018 | |
Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2019 | 12-12-2018 | |
Publ 4555-E | VITA/TCE e-instructor guidance | 1018 | 12-14-2018 | |
Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1018 | 12-11-2018 | |
Form 8867 | Paid Preparer's Due Diligence Checklist | 2018 | 12-14-2018 | |
Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 2017 | 12-14-2018 | |
Form 8965 | Health Coverage Exemptions | 2018 | 12-11-2018 | |
Form W-4 | Employee's Withholding Allowance Certificate | 2018 | 12-13-2018 | |
Form W-4 | Employee's Withholding Allowance Certificate | 2019 | 12-11-2018 | |
Form W-4 (SP) | Employee's Withholding Allowance Certificate (Spanish version) | 2019 | 12-13-2018 |
Updates 12-08-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040), Interest and Ordinary Dividends | 2018 | 12-07-2018 | |
Publ 4696 (PR) | VITA/TCE Puerto Rico Resource Guide | 1118 | 12-03-2018 | |
Publ 5140 | Form 6729-C Job Aid | 1118 | 12-03-2018 | |
Form 6729-P | Partner Return Review Sheet | 1118 | 12-04-2018 | |
Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2018 | 12-06-2018 |
Updates 12-01-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Form 1040 (Schedule A) | Itemized Deductions | 2018 | 11-28-2018 | |
Inst 1040 (Schedule C) | Instructions for Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship) | 2018 | 11-30-2018 | |
Form 1040 (Schedule D) | Capital Gains and Losses | 2018 | 11-27-2018 | |
Inst 1099-MISC | Instructions for Form 1099-MISC, Miscellaneous Income | 2019 | 11-28-2018 | |
Publ 5141 | QSS Site Review Job Aid: To be used with Form 6729 | 1018 | 11-30-2018 | |
Form 8949 | Sales and other Dispositions of Capital Assets | 2018 | 11-27-2018 |
Updates 11-24-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Form 4868 (SP) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2018 | 11-21-2018 | |
Form 8962 | Premium Tax Credit | 2018 | 11-19-2018 |
Updates 11-17-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends | 2018 | 11-14-2018 | |
** Draft ** | Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040), Capital Gains and Losses | 2018 | 11-14-2018 |
Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 2018 | 11-16-2018 | |
Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 2018 | 11-14-2018 | |
Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 2019 | 11-13-2018 | |
Publ 4696 (PR) | VITA/TCE Puerto Rico Resource Guide | 1018 | 11-13-2018 | |
Publ 5101 | Intake/Interview and Quality Review Training | 1018 | 11-13-2018 | |
Form 5329 | Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts | 2018 | 11-15-2018 | |
** Draft ** | Inst 8867 | Instructions for Form 8867, Paid Preparer's Earned Income Credit Checklist | 2018 | 11-13-2018 |
** Draft ** | Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2018 | 11-14-2018 |
Updates 11-10-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 2019 | 11-07-2018 | |
Form 6729 | Site Review Sheet | 1018 | 11-07-2018 | |
Form 6729-D | Site Review Sheet | 1018 | 11-09-2018 | |
Form 8867 | Paid Preparer's Earned Income Credit Checklist | 2018 | 11-09-2018 |
Updates 11-03-2018
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 | 2018 | 10-31-2018 | |
Inst 1098-E and 1098-T | Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement | 2019 | 10-29-2018 | |
Form 1098-T | Tuition Statement (Info Copy Only) | 2018 | 10-31-2018 | |
Form 1098-T | Tuition Statement (Info Copy Only) | 2019 | 10-29-2018 | |
Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 2019 | 10-30-2018 | |
Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 2018 | 10-31-2018 | |
Inst 1099-A and 1099-C | Instructions for Forms 1099-A and 1099-C, Acquisition or Abandonment of Secured Property and Cancellation of Debt | 2018 | 11-02-2018 | |
Inst 1099-A and 1099-C | Instructions for Forms 1099-A and 1099-C, Acquisition or Abandonment of Secured Property and Cancellation of Debt | 2019 | 11-01-2018 | |
** Draft ** | Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2019 | 10-30-2018 |
Form 1099-C | Cancellation of Debt (Info Copy Only) | 2019 | 10-30-2018 | |
Form 1099-C | Cancellation of Debt (Info Copy Only) | 2018 | 10-31-2018 | |
** Draft ** | Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 2019 | 10-30-2018 |
** 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 | 2019 | 10-30-2018 |
Publ 4396-A | Partner Resource Guide | 1018 | 10-29-2018 | |
Publ 4885 | Screening Sheet for Health Savings Accounts (HSA) | 1018 | 10-30-2018 | |
** Draft ** | Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2019 | 10-27-2018 |
Publ 5310 | VITA/TCE Tax Return Quality Review Job Aid | 1018 | 10-30-2018 |
Updates 10-27-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2018 | 10-23-2018 | |
Publ 1084 | VITA/TCE IRS Volunteer Site Coordinator Handbook | 1018 | 10-23-2018 | |
Form 1095-B | Health Coverage | 2018 | 10-23-2018 | |
Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2019 | 10-24-2018 | |
Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2018 | 10-26-2018 | |
** 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 | 2019 | 10-23-2018 |
Form 1099-LTC | Long Term Care and Accelerated Death Benefits | 2019 | 10-23-2018 | |
Inst 1099-LTC | Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits | 2019 | 10-23-2018 | |
Inst 1099-LTC | Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits | 2018 | 10-25-2018 | |
Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 1018 | 10-23-2018 | |
Publ 4555-E | VITA/TCE e-instructor guidance | 1018 | 10-26-2018 | |
Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2018 | 10-24-2018 | |
Publ 5166 | IRS Volunteer Quality Site Requirements | 1018 | 10-23-2018 | |
** Draft ** | Form 8867 | Paid Preparer's Earned Income Credit Checklist | 2018 | 10-23-2018 |
** Draft ** | Inst 8965 | Instructions for Form 8965, Health Coverage Exemptions | 2018 | 10-24-2018 |
Form W-2G | Certain Gambling Winnings | 2019 | 10-26-2018 | |
Form W-2G | Certain Gambling Winnings | 2018 | 10-26-2018 | |
** Draft ** | Form W-4 (SP) | Employee's Withholding Allowance Certificate (Spanish version) | 2019 | 10-23-2018 |
Updates 10-20-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
Form 1040 (Schedule C) | Profit or Loss from Business (Sole Proprietorship) | 2018 | 10-17-2018 | |
Form 1040 (Schedule E) | Supplemental Income and Loss | 2018 | 10-17-2018 | |
Publ 4152 | Electronic Toolkit for Nonresident Alien VITA/TCE Sites | 1018 | 10-16-2018 | |
Publ 4961 (SP) | Normas de Conducta para los Voluntarios en los VITA/TCE - Entrenamiento de Etica | 1018 | 10-19-2018 | |
Publ 5101 | Intake/Interview and Quality Review Training | 1018 | 10-19-2018 | |
Form 8332 | Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent | 1018 | 10-16-2018 | |
Publ 5299 | VITA/TCE Quality Review Refresher | 1018 | 10-19-2018 |
Updates 10-13-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
** Draft ** | Form 1040 (Schedule A) | Itemized Deductions | 2018 | 10-09-2018 |
** Draft ** | Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040), Itemized Deductions | 2018 | 10-09-2018 |
Publ 1084 | VITA/TCE IRS Volunteer Site Coordinator Handbook | 1018 | 10-09-2018 | |
** Draft ** | Inst 1099-MISC | Instructions for Form 1099-MISC, Miscellaneous Income | 2019 | 10-09-2018 |
Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 1018 | 10-11-2018 | |
Publ 4012 | VITA/TCE Volunteer Resource Guide | 1018 | 10-11-2018 | |
Publ 4396-A | Partner Resource Guide | 1018 | 10-11-2018 | |
Publ 4696 (PR) | VITA/TCE Puerto Rico Resource Guide | 1018 | 10-11-2018 | |
Publ 5088 | Site Coordinator Training | 1018 | 10-11-2018 | |
Publ 5166 | IRS Volunteer Quality Site Requirements | 1018 | 10-10-2018 | |
** Draft ** | Form W-4 | Employee's Withholding Allowance Certificate | 2019 | 10-12-2018 |
Updates 10-06-2018
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 | 2018 | 09-26-2018 |
** Draft ** | Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040A or 1040), Interest and Ordinary Dividends | 2018 | 09-19-2018 |
** Draft ** | Inst 1040 (Schedule C) | Instructions for Schedule C (Form 1040), Profit or Loss From Business (Sole Proprietorship) | 2018 | 09-19-2018 |
** Draft ** | Inst 1040 (Schedule E) | Instructions for Schedule E (Form 1040), Supplemental Income and Loss | 2018 | 09-19-2018 |
Inst 1094-B and 1095-B | Instructions for Forms 1094-B and 1095-B | 2018 | 09-28-2018 | |
Inst 1094-C and 1095-C | Instructions for Forms 1094-C and 1095-C | 2018 | 09-28-2018 | |
Form 1095-A | Health Insurance Marketplace Statement | 2018 | 09-27-2018 | |
Inst 1095-A | Instructions for Form 1095-A, Health Insurance Marketplace Statement | 2018 | 09-27-2018 | |
Form 1095-B | Health Coverage | 2018 | 09-27-2018 | |
Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2018 | 09-27-2018 | |
** Draft ** | Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 2019 | 09-17-2018 |
** Draft ** | Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 2019 | 09-19-2018 |
** Draft ** | Inst 1099-LTC | Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits | 2019 | 09-26-2018 |
Publ 3676-A (EN-SP) | IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) | 1018 | 09-18-2018 | |
Publ 4299 | Privacy, Confidentiality, and Civil Rights - A Public Trust | 0918 | 09-19-2018 | |
Publ 4491 | VITA/TCE Training Guide | 1018 | 10-02-2018 | |
Publ 4695 (PR) | VITA/TCE Puerto Rico Volunteer Test | 1018 | 10-05-2018 | |
Publ 4704-FS | Foreign Student and Scholar Test | 1018 | 10-04-2018 | |
Publ 4731 | Screening Sheet for Volunteers Assisting Taxpayers with Form 1099-C | 1018 | 10-02-2018 | |
** Draft ** | Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2018 | 09-25-2018 |
Publ 4885 | Screening Sheet for Health Savings Accounts (HSA) | 1018 | 10-02-2018 | |
Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA) | 1018 | 10-03-2018 | |
Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1018 | 10-04-2018 | |
Publ 5157-A | VITA/TCE Affordable Care Act - Taxpayer Scenarios | 1018 | 10-05-2018 | |
Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1018 | 10-03-2018 | |
** Draft ** | Inst 8867 | Instructions for Form 8867, Paid Preparer's Earned Income Credit Checklist | 2018 | 09-26-2018 |
** Draft ** | Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2018 | 10-05-2018 |
** Draft ** | Inst 8965 | Instructions for Form 8965, Health Coverage Exemptions | 2018 | 10-02-2018 |
Updates 09-15-2018
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 | 2018 | 09-10-2018 |
** Draft ** | Inst 1094-C and 1095-C | Instructions for Forms 1094-C and 1095-C | 2018 | 09-11-2018 |
** Draft ** | Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2019 | 09-10-2018 |
Form 1099-INT | Interest Income (Info Copy Only) | 2018 | 09-14-2018 | |
Form 1099-INT | Interest Income (Info Copy Only) | 2019 | 09-13-2018 | |
** Draft ** | Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2019 | 09-07-2018 |
Publ 5088 | Site Coordinator Training | 1018 | 09-10-2018 | |
** Draft ** | Inst 8867 | Instructions for Form 8867, Paid Preparer's Earned Income Credit Checklist | 2018 | 09-11-2018 |
Updates 09-01-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
** Draft ** | Form 1040 (Schedule D) | Capital Gains and Losses | 2018 | 08-21-2018 |
Publ 4757 | Individual Taxpayer Identification Number (ITIN) | 1018 | 08-30-2018 | |
** Draft ** | Form 4868 (SP) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2018 | 08-20-2018 |
** Draft ** | Form 8949 | Sales and other Dispositions of Capital Assets | 2018 | 08-21-2018 |
** Draft ** | Form 8965 | Health Coverage Exemptions | 2018 | 08-27-2018 |
Updates 08-18-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
** Draft ** | Form 1040 | U.S. Individual Income Tax Return | 2018 | 08-13-2018 |
** Draft ** | Form 1040 (Schedule C) | Profit or Loss from Business (Sole Proprietorship) | 2018 | 07-12-2018 |
** Draft ** | Form 1040 (Schedule E) | Supplemental Income and Loss | 2018 | 07-16-2018 |
** Draft ** | Inst 1098-E and 1098-T | Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement | 2019 | 08-16-2018 |
** Draft ** | Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2019 | 08-08-2018 |
Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 2018 | 08-03-2018 | |
** Draft ** | Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 2019 | 08-08-2018 |
** Draft ** | Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2018 | 08-10-2018 |
Form 13614-C | Intake/Interview & Quality Review Sheet | 1018 | 08-08-2018 | |
Form 13614-C (SP) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1018 | 08-08-2018 | |
Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1018 | 08-09-2018 | |
Form W-2 | Wage and Tax Statement (Info Copy Only) | 2018 | 08-13-2018 | |
** Draft ** | Form W-4 | Employee's Withholding Allowance Certificate | 2019 | 06-05-2018 |
** Draft ** | Form 1040 (Schedule 6) | Foreign Address and Third Party Designee | 2018 | 08-13-2018 |
Updates 07-31-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
** Draft ** | Form 1040 | U.S. Individual Income Tax Return | 2018 | 07-30-2018 |
** Draft ** | Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2018 | 07-30-2018 |
** Draft ** | Form 1040 (Schedule 2) | Tax | 2018 | 07-30-2018 |
** Draft ** | Form 1040 (Schedule 3) | Non-refundable Credits | 2018 | 07-30-2018 |
** Draft ** | Form 1040 (Schedule 4) | Other Taxes | 2018 | 07-30-2018 |
** Draft ** | Form 1040 (Schedule 5) | Other Payments and Refundable Credits | 2018 | 07-30-2018 |
** Draft ** | Form 1040 (Schedule 6) | Foreign Address and Third Party Designee | 2018 | 07-30-2018 |
** Draft ** | Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2018 | 07-16-2018 |
** Draft ** | Form 1095-A | Health Insurance Marketplace Statement | 2018 | 07-27-2018 |
** Draft ** | Form 1095-B | Health Coverage | 2018 | 07-31-2018 |
** Draft ** | Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2018 | 07-25-2018 |
** Draft ** | Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2019 | 07-25-2018 |
Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2018 | 07-16-2018 | |
** Draft ** | Form 1098-T | Tuition Statement (Info Copy Only) | 2019 | 07-17-2018 |
Form 1098-T | Tuition Statement (Info Copy Only) | 2018 | 07-16-2018 | |
Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 2018 | 07-17-2018 | |
** Draft ** | Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 2018 | 07-30-2018 |
Form 1099-INT | Interest Income (Info Copy Only) | 2018 | 07-17-2018 | |
Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 2018 | 07-25-2018 | |
Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2018 | 07-25-2018 | |
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 | 07-16-2018 | |
Publ 5247 | Volunteer Income Tax Assistance (VITA) Terms and Conditions | 0518 | 07-27-2018 | |
** Draft ** | Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2018 | 07-25-2018 |
** Draft ** | Form 8332 | Release/Revocation of Release of Claim to Exemption for Child by Custodial Parent | 1018 | 07-19-2018 |
** Draft ** | Form 8867 | Paid Preparer's Earned Income Credit Checklist | 2018 | 07-27-2018 |
** Draft ** | Form 8962 | Premium Tax Credit | 2018 | 07-16-2018 |
Updates 07-14-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
** Draft ** | Form 1040 (Schedule A) | Itemized Deductions | 2018 | 07-10-2018 |
** Draft ** | Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2018 | 07-11-2018 |
** Draft ** | Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 2019 | 07-09-2018 |
** Draft ** | Form 1099-C | Cancellation of Debt (Info Copy Only) | 2019 | 07-13-2018 |
** Draft ** | Form 1099-LTC | Long Term Care and Accelerated Death Benefits | 2019 | 07-13-2018 |
** Draft ** | Form 5329 | Additional Taxes on Qualified Plans (including IRAs) and Other Tax-Favored Accounts | 2018 | 07-09-2018 |
Updates 07-07-2018
Selected New/Updated IRS Forms / Publications
Note | Product Number | Title | Revision Date | Posted Date |
---|---|---|---|---|
** Draft ** | Form 1040 | U.S. Individual Income Tax Return | 2018 | 06-29-2018 |
** Draft ** | Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2018 | 06-29-2018 |
** Draft ** | Form 1040 (Schedule 2) | Tax | 2018 | 06-29-2018 |
** Draft ** | Form 1040 (Schedule 3) | Non-refundable Credits | 2018 | 06-29-2018 |
** Draft ** | Form 1040 (Schedule 4) | Other Taxes | 2018 | 06-29-2018 |
** Draft ** | Form 1040 (Schedule 5) | Other Payments and Refundable Credits | 2018 | 06-29-2018 |
** Draft ** | Form 1040 (Schedule 6) | Foreign Address and Third Party Designee | 2018 | 06-29-2018 |
** Draft ** | Form 1099-INT | Interest Income (Info Copy Only) | 2019 | 05-16-2018 |
** Draft ** | Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2018 | 06-08-2018 |
** 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 | 2018 | 06-29-2018 |
** Draft ** | Form W-2G | Certain Gambling Winnings | 2019 | 06-18-2018 |
Updates 06-25-2018
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 5027 | Identity Theft Information for Taxpayers | 0518 | 06-08-2018 |
Publ 5247 | Volunteer Income Tax Assistance (VITA) Terms and Conditions | 0518 | 05-14-2018 |
Updates 05-12-2018
Selected New/Updated IRS Forms / Publications
Product Number | Title | Revision Date | Posted Date |
---|---|---|---|
Publ 1101 | Application Package and Guidelines for Managing a TCE Program | 0418 | 05-04-2018 |
Publ 4671 | VITA Grant Program Overview and Application Instructions | 0418 | 04-26-2018 |
Publ 4883 | Grant Programs Resource Guide for VITA Volunteer Income Tax Assistance and TCE Tax Counseling for the Elderly | 0518 | 05-11-2018 |
Publ 5220 | VITA/TCE Volunteer Site Scope & Referral Chart | 0318 | 04-23-2018 |
Publ 5245 | Tax Counseling for the Elderly (TCE) Program Terms and Conditions | 0318 | 04-30-2018 |
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