Updated Resources
The following sources are periodically scanned for updates:
- IRS Forms and Publications
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 07-08-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2023 | 07-07-2023 |
| ** Draft ** | Form 2441 | Child and Dependent Care Expenses | 2023 | 07-06-2023 |
| Form 4506-T | Request for Transcript of Tax Return | 0623 | 07-05-2023 | |
| Publ 5731-B | Are you making money selling things or providing a service? | 0723 | 07-03-2023 | |
| ** Draft ** | Form 8862 | Information To Claim Earned Income Credit After Disallowance | 1223 | 07-07-2023 |
Updates 07-01-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule 2) (sp) | Additional Taxes (Spanish Version) | 2023 | 06-29-2023 |
| ** Draft ** | Form 1040 (Schedule 3) (sp) | Additional Credits and Payments (Spanish Version) | 2023 | 06-29-2023 |
| ** Draft ** | Form 1040 (Schedule EIC) (sp) | Earned Income Credit (Spanish version) | 2023 | 06-29-2023 |
| ** Draft ** | Form 1040 (sp) | U.S. Individual Income Tax Return (Spanish Version) | 2023 | 06-29-2023 |
| ** Draft ** | Form 1040-X | Amended U.S. Individual Income Tax Return | 0224 | 06-30-2023 |
| Publ 4012 (sp) | VITA/TCE Volunteer Resource Guide (Spanish Version) | 1022 | 06-28-2023 | |
| Publ 4696 (PR-SP) | VITA/TCE Puerto Rico Resource Guide (Spanish Version) | 0922 | 06-28-2023 | |
| Form 6744 (sp) | VITA/TCE Volunteer Assistor's Test/Retest (Spanish Version) | 1022 | 06-29-2023 | |
| ** Draft ** | Form 8379 | Injured Spouse Allocation | 1123 | 06-30-2023 |
| ** Draft ** | Form 8615 | Tax for Certain Children Who Have Unearned Income | 2023 | 06-29-2023 |
| ** Draft ** | Form 8867 | Paid Preparer's Due Diligence Checklist | 1123 | 06-30-2023 |
| ** Draft ** | Form 8949 | Sales and other Dispositions of Capital Assets | 2023 | 06-30-2023 |
Updates 06-24-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1120-S (Schedule K-1) | Shareholder's Share of Income, Deductions, Credits, etc. | 2023 | 06-22-2023 |
| ** Draft ** | Form 5405 | Repayment of the First-Time Homebuyer Credit | 1123 | 06-21-2023 |
| ** Draft ** | Form 5498-SA | HSA, Archer MSA, or Medicare Advantage MSA Information | 2024 | 06-21-2023 |
Updates 06-17-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 | U.S. Individual Income Tax Return | 2023 | 06-15-2023 |
| ** Draft ** | Form 1040 (Schedule 2) | Additional Taxes | 2023 | 06-15-2023 |
| ** Draft ** | Form 1040 (Schedule 3) | Additional Credits and Payments | 2023 | 06-15-2023 |
| ** Draft ** | Form 1040 (Schedule A) | Itemized Deductions | 2023 | 06-15-2023 |
| ** Draft ** | Form 1040 (Schedule EIC) | Earned Income Credit | 2023 | 06-15-2023 |
| ** Draft ** | Form 1040-SR | U.S. Tax Return for Seniors | 2023 | 06-15-2023 |
| ** Draft ** | Form 1065 (Schedule K-1) | Partner's Share of Income, Deductions, Credits, etc. | 2023 | 06-14-2023 |
| ** Draft ** | Form 8453 | U.S. Individual Income Tax Transmittal for an IRS e-file Return | 2023 | 06-15-2023 |
| ** Draft ** | Form 8880 | Credit for Qualified Retirement Savings Contributions | 2023 | 06-13-2023 |
| ** Draft ** | Form 8962 | Premium Tax Credit (PTC) | 2023 | 06-14-2023 |
Updates 06-10-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule D) | Capital Gains and Losses | 2023 | 06-09-2023 |
| ** Draft ** | Form 5695 | Residential Energy Credits | 2023 | 06-08-2023 |
| ** Draft ** | Form 6251 | Alternative Minimum Tax - Individuals | 2023 | 06-09-2023 |
Updates 06-03-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2023 | 05-31-2023 |
Updates 05-27-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule R) | Credit for the Elderly or the Disabled | 2023 | 05-22-2023 |
| Publ 4491 (sp) | VITA/TCE Training Guide (Spanish Version) | 1022 | 05-12-2023 | |
| Inst 6251 | Instructions for Form 6251, Alternative Minimum Tax - Individuals | 2022 | 05-11-2023 |
Updates 05-06-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 4961 (sp) | VITA/TCE - Volunteer Standards of Conduct - Ethics Training (Spanish Version) | 1022 | 05-02-2023 | |
| Publ 5724-A | Credit for Clean Vehicles | 0423 | 05-04-2023 | |
| Publ 5724-G | Clean Vehicle Credit Reference Chart | 0423 | 05-05-2023 |
Updates 04-29-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 55-B | Internal Revenue Service Data Book | 0323 | 04-14-2023 | |
| Publ 575 | Pension and Annuity Income | 2022 | 04-13-2023 | |
| ** Draft ** | Publ 575 | Pension and Annuity Income | 2022 | 04-12-2023 |
| Publ 1101 | Application Package and Guidelines for Managing a TCE Program | 0423 | 04-13-2023 | |
| Form 4506-T | Request for Transcript of Tax Return | 0423 | 04-12-2023 | |
| Publ 4671 | Helping You Help Others VITA Grant Program Overview and Application Instructions | 0423 | 04-27-2023 | |
| Publ 5087-FS | VITA/TCE Foreign Student and Scholar Resource Guide | 1222 | 04-24-2023 | |
| Publ 5724-A | Credit for Clean Vehicles | 0423 | 04-18-2023 | |
| Publ 5724-G | Clean Vehicle Credit Reference Chart | 0423 | 04-25-2023 | |
| Publ 5731-A | More taxpayers will be receiving Form 1099-K, Payment Card Third Party Network Transactions | 0423 | 04-24-2023 | |
| ** Draft ** | Form 8853 | Archer MSAs and Long-Term Care Insurance Contracts | 2023 | 04-11-2023 |
| ** Draft ** | Form 8889 | Health Savings Accounts (HSAs) | 2023 | 04-17-2023 |
| ** Draft ** | Form W-2 | Wage and Tax Statement (Info Copy Only) | 2024 | 04-28-2023 |
Updates 04-08-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 590-A | Contributions to Individual Retirement Arrangements (IRAs) | 2022 | 04-03-2023 | |
| Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2022 | 04-04-2023 | |
| Publ 939 | General Rule for Pensions and Annuities | 1222 | 04-03-2023 | |
| ** Draft ** | Form 4137 | Social Security and Medicare Tax On Unreported Tip Income | 2023 | 04-03-2023 |
| Publ 4680 | Volunteer Income Tax Assistance/Tax Counseling for the Elderly - Grant Programs | 0323 | 04-07-2023 | |
| Publ 5245 | Tax Counseling for the Elderly (TCE) Program Terms and Conditions | 0323 | 04-06-2023 | |
| Publ 5457 | TCE Grant Award Notification Required Actions and Other Information | 0423 | 04-06-2023 | |
| Inst 8606 | Instructions for Form 8606, Nondeductible IRAs | 2022 | 04-04-2023 | |
| ** Draft ** | Inst 8606 | Instructions for Form 8606, Nondeductible IRAs | 2022 | 04-03-2023 |
Updates 04-01-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 17 | Your Federal Income Tax (For Individuals) | 2022 | 03-28-2023 | |
| ** Draft ** | Publ 590-A | Contributions to Individual Retirement Arrangements (IRAs) | 2022 | 03-31-2023 |
| ** Draft ** | Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2022 | 03-30-2023 |
| ** Draft ** | Inst 8606 | Instructions for Form 8606, Nondeductible IRAs | 2021 | 03-31-2023 |
| Inst 8915-F | Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments | 0123 | 03-31-2023 | |
| ** Draft ** | Inst 8915-F | Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments | 0123 | 03-30-2023 |
Updates 03-25-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2022 | 03-22-2023 | |
| ** Draft ** | Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2022 | 03-21-2023 |
| Publ 974 | Premium Tax Credit (PTC) | 2022 | 03-21-2023 | |
| ** Draft ** | Inst 8889 | Instructions for Form 8889, Health Savings Accounts (HSAs) | 2023 | 03-22-2023 |
Updates 03-18-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Form 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments | 0123 | 03-15-2023 | |
| ** Draft ** | Form 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments | 0123 | 03-15-2023 |
Updates 03-11-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 17 | Your Federal Income Tax (For Individuals) | 2022 | 03-09-2023 | |
| Publ 17 (sp) | Your Federal Income Tax (Spanish version) | 2022 | 03-09-2023 | |
| Publ 5089-A (SP) | Financial Institutions - Using Volunteer Income Tax Assistance - VITA to Serve the Community (Spanish Version) | 1022 | 03-06-2023 | |
| Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2022 | 03-06-2023 | |
| ** Draft ** | Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2022 | 03-06-2023 |
| Inst 8995 | Instructions for Form 8995, Qualified Business Income Deduction Simplified Computation | 2022 | 03-10-2023 | |
| ** Draft ** | Inst 8995 | Instructions for Form 8995, Qualified Business Income Deduction Simplified Computation | 2022 | 03-10-2023 |
Updates 03-04-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 524 | Credit for the Elderly or the Disabled | 2022 | 03-02-2023 | |
| ** Draft ** | Form 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments | 0123 | 02-28-2023 |
Updates 02-25-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Publ 524 | Credit for the Elderly or the Disabled | 2022 | 02-21-2023 |
| ** Draft ** | Publ 974 | Premium Tax Credit (PTC) | 2022 | 02-22-2023 |
Updates 02-18-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 525 | Taxable and Nontaxable Income | 2022 | 02-13-2023 | |
| Inst 1040-X | Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return | 0123 | 02-17-2023 | |
| ** Draft ** | Inst 1040-X | Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return | 0123 | 02-17-2023 |
| Publ 3676-B (en-sp) | IRS Certified Volunteers Providing Free Tax Preparation (English-Spanish) | 1222 | 02-14-2023 | |
| Publ 4012-A | VITA/TCE Volunteer Resource Guide With Updates | 0223 | 02-16-2023 | |
| ** Draft ** | Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2022 | 02-14-2023 |
Updates 02-11-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 463 | Travel, Gift, and Car Expenses | 2022 | 02-06-2023 | |
| Publ 4134 (sp) | Low Income Taxpayer Clinic List (Spanish version) | 0123 | 02-06-2023 | |
| Publ 5396-B | Volunteer Income Tax Assistance and Tax Counseling for the Elderly - Casualty Loss Screening Tool | 0223 | 02-06-2023 |
Updates 02-04-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Publ 463 | Travel, Gift, and Car Expenses | 2022 | 02-03-2023 |
| Publ 504 | Divorced or Separated Individuals | 2022 | 01-30-2023 | |
| Publ 505 | Tax Withholding and Estimated Tax | 2023 | 02-01-2023 | |
| Publ 554 | Tax Guide for Seniors | 2022 | 01-31-2023 | |
| Publ 969 | Health Savings Accounts and Other Tax-Favored Health Plans | 2022 | 01-31-2023 | |
| ** Draft ** | Publ 969 | Health Savings Accounts and Other Tax-Favored Health Plans | 2022 | 01-31-2023 |
| Inst 1120-S (Schedule K-1) | Instructions for Schedule K-1 (Form 1120-S), Shareholder's Share of Income, Deductions, Credits, etc. | 2022 | 01-30-2023 | |
| Publ 4134 | Low Income Taxpayer Clinic List | 0123 | 01-31-2023 | |
| Publ 4134 (sp) | Low Income Taxpayer Clinic List (Spanish version) | 0123 | 01-31-2023 | |
| Publ 4681 | Canceled Debts, Foreclosures, Repossessions, and Abandonments (For Individuals) | 2022 | 01-30-2023 | |
| ** Draft ** | Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2022 | 02-03-2023 |
Updates 01-28-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 17 (sp) | Your Federal Income Tax (Spanish version) | 2022 | 01-27-2023 | |
| Publ 970 | Tax Benefits for Education | 2022 | 01-24-2023 | |
| Inst 1040 (Schedule C) | Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) | 2022 | 01-25-2023 | |
| Inst 1040 (sp) | Instructions for Form 1040 and Form 1040-SR (Spanish version) | 2022 | 01-25-2023 | |
| ** Draft ** | Inst 1040 (sp) | Instructions for Form 1040 and Form 1040-SR (Spanish version) | 2022 | 01-25-2023 |
| Publ 4491-X | VITA/TCE Training Supplement | 0123 | 01-27-2023 | |
| Form 8814 | Parents' Election to Report Child's Interest and Dividends | 2022 | 01-23-2023 |
Updates 01-21-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 334 | Tax Guide for Small Business (For Individuals Who Use Schedule C or C-EZ) | 2022 | 01-20-2023 | |
| Inst 1040 | Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return | 2022 | 01-20-2023 | |
| ** Draft ** | Inst 1040 | Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return | 2022 | 01-20-2023 |
| Form 1040-V | Payment Voucher | 2022 | 01-18-2023 | |
| Inst 1065 (Schedule K-1) | Instructions for Schedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc. | 2022 | 01-18-2023 | |
| Publ 4491-X | VITA/TCE Training Supplement | 0123 | 01-20-2023 | |
| Inst 8915-D | Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2022 | 01-17-2023 |
Updates 01-14-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Inst 1065 (Schedule K-1) | Instructions for Schedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc. | 2022 | 01-13-2023 | |
| Inst 8862 | Instructions for Form 8862, Information to Claim Earned Income Credit After Disallowance | 1222 | 01-11-2023 | |
| Inst 8862 (sp) | Instructions for Form 8862 (SP), Information to Claim Earned Income Credit After Disallowance (Spanish Version) | 1222 | 01-13-2023 | |
| ** Draft ** | Inst 8862 (sp) | Instructions for Form 8862 (SP), Information to Claim Earned Income Credit After Disallowance (Spanish Version) | 1222 | 01-13-2023 |
| Inst 8863 | Instructions for Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits) | 2022 | 01-13-2023 | |
| Form 8995 | Qualified Business Income Deduction Simplified Computation | 2022 | 01-12-2023 | |
| Inst 8995 | Instructions for Form 8995, Qualified Business Income Deduction Simplified Computation | 2022 | 01-12-2023 | |
| Form 8995-A | Qualified Business Income Deduction | 2022 | 01-12-2023 | |
| Inst 8995-A | Instructions for Form 8995-A, Qualified Business Income Deduction | 2022 | 01-13-2023 | |
| Form 14039 | Identity Theft Affidavit | 1222 | 01-10-2023 | |
| Form 14039 (sp) | Identity Theft Affidavit (Spanish version) | 1222 | 01-10-2023 | |
| Form W-4P | Withholding Certificate for Periodic Pension or Annuity Payments | 2023 | 01-09-2023 | |
| Form W-4 (sp) | Employee's Withholding Certificate (Spanish version) | 2023 | 01-12-2023 |
Updates 01-07-2023
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 525 | Taxable and Nontaxable Income | 2022 | 01-04-2023 | |
| Publ 962 (SP) | Life's a little easier with EITC (Spanish version) | 1122 | 01-03-2023 | |
| Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions | 2022 | 01-03-2023 | |
| Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 0822 | 01-03-2023 | |
| Publ 4491 | VITA/TCE Training Guide | 1022 | 01-04-2023 | |
| Publ 5629 | Fact Sheet: Filing Season 2023 TaxSlayer Pro® Closeout/Backup Procedures for SPEC Partners | 1122 | 01-03-2023 | |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1022 | 01-04-2023 | |
| Inst 8889 | Instructions for Form 8889, Health Savings Accounts (HSAs) | 2022 | 01-06-2023 | |
| ** Draft ** | Inst 8889 | Instructions for Form 8889, Health Savings Accounts (HSAs) | 2022 | 01-06-2023 |
| Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2022 | 01-05-2023 |
Updates 12-31-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 17 | Your Federal Income Tax (For Individuals) | 2022 | 12-27-2022 | |
| Publ 596 | Earned Income Credit | 2022 | 12-28-2022 | |
| Publ 962 | Life's a little easier with EITC | 1022 | 12-30-2022 | |
| Inst 5695 | Instructions for Form 5695, Residential Energy Credit | 2022 | 12-27-2022 | |
| Inst W-2 and W-3 | Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements | 2023 | 12-30-2022 | |
| ** Draft ** | Inst W-2 and W-3 | Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements | 2023 | 12-28-2022 |
Updates 12-24-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2022 | 12-22-2022 |
| Inst 1040 | Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return | 2022 | 12-23-2022 | |
| ** Draft ** | Inst 1040 | Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return | 2022 | 12-23-2022 |
| Inst 1099-R and 5498 | Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | 2023 | 12-20-2022 | |
| Inst 2441 | Instructions for Form 2441, Child and Dependent Care Expenses | 2022 | 12-20-2022 | |
| ** Draft ** | Inst 8995-A | Instructions for Form 8995-A, Qualified Business Income Deduction | 2022 | 12-20-2022 |
| Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2023 | 12-19-2022 |
Updates 12-17-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 17 | Your Federal Income Tax (For Individuals) | 2022 | 12-15-2022 | |
| Publ 501 | Dependents, Standard Deduction, and Filing Information | 2022 | 12-12-2022 | |
| Publ 531 | Reporting Tip Income | 2022 | 12-14-2022 | |
| ** Draft ** | Inst 1040 | Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return | 2022 | 12-19-2022 |
| Form 1040-ES | Estimated Tax for Individuals | 2023 | 12-12-2022 | |
| Form 1040 (Schedule 1) (sp) | Additional Income and Adjustments to Income (Spanish Version) | 2022 | 12-12-2022 | |
| Form 1040 (Schedule 2) (sp) | Additional Taxes (Spanish Version) | 2022 | 12-12-2022 | |
| Form 1040 (Schedule 3) (sp) | Additional Credits and Payments (Spanish Version) | 2022 | 12-13-2022 | |
| Inst 1040 (Schedule 8812) (sp) | Instructions for Form 1040 Schedule 8812, Credits for Qualifying Children and Other Dependents (Spanish Version) | 2022 | 12-14-2022 | |
| ** Draft ** | Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions | 2022 | 12-12-2022 |
| Inst 1040 (Schedule SE) | Instructions for Schedule SE (Form 1040 or Form 1040-SR), Self-Employment Tax | 2022 | 12-14-2022 | |
| Form 1040 (sp) | U.S. Individual Income Tax Return (Spanish Version) | 2022 | 12-12-2022 | |
| Form 1040-SR (sp) | U.S. Tax Return for Seniors (Spanish Version) | 2022 | 12-13-2022 | |
| Inst 1041 (Schedule K-1) | Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040 | 2022 | 12-15-2022 | |
| Inst 1094-B and 1095-B | Instructions for Forms 1094-B and 1095-B | 2022 | 12-14-2022 | |
| Inst 1094-C and 1095-C | Instructions for Forms 1094-C and 1095-C | 2022 | 12-14-2022 | |
| Form 2210 | Underpayment of Estimated Tax by Individuals, Estates and Trusts | 2022 | 12-12-2022 | |
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 1022 | 12-13-2022 | |
| Form 4868 (sp) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2022 | 12-15-2022 | |
| Publ 5033 | IRS External Leads Program: Fact Sheet on Submitting Leads | 0322 | 12-12-2022 | |
| Inst 8606 | Instructions for Form 8606, Nondeductible IRAs | 2022 | 12-15-2022 | |
| Form 8915-D | Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2022 | 12-13-2022 | |
| Form 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments | 0123 | 12-13-2022 | |
| Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2022 | 12-13-2022 | |
| Form W-4 | Employee's Withholding Certificate | 2023 | 12-15-2022 | |
| ** Draft ** | Form W-4 | Employee's Withholding Certificate | 2023 | 12-12-2022 |
| Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2023 | 12-19-2022 | |
| ** Draft ** | Form W-4 (sp) | Employee's Withholding Certificate (Spanish version) | 2023 | 12-15-2022 |
Updates 12-10-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Form 1040 | U.S. Individual Income Tax Return | 2022 | 12-05-2022 | |
| Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2022 | 12-05-2022 | |
| Form 1040 (Schedule 2) | Additional Taxes | 2022 | 12-05-2022 | |
| Form 1040 (Schedule 3) | Additional Credits and Payments | 2022 | 12-05-2022 | |
| ** Draft ** | Form 1040 (Schedule 3) (sp) | Additional Credits and Payments (Spanish Version) | 2022 | 12-08-2022 |
| Inst 1040 (Schedule 8812) | Instructions for Schedule 8812, Credits for Qualifying Children and Other Dependents | 2022 | 12-08-2022 | |
| Form 1040 (Schedule A) | Itemized Deductions | 2022 | 12-05-2022 | |
| Inst 1040 (Schedule E) | Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss | 2022 | 12-07-2022 | |
| Form 1040 (Schedule EIC) (sp) | Earned Income Credit (Spanish version) | 2022 | 12-09-2022 | |
| Form 1040-SR | U.S. Tax Return for Seniors | 2022 | 12-05-2022 | |
| Inst 1040 (Tax Tables) | Tax Table, Tax Computation Worksheet, and EIC Table | 2022 | 12-09-2022 | |
| Form 1041 (Schedule K-1) | Beneficiary's Share of Income, Deductions, Credits, etc. | 2022 | 12-05-2022 | |
| ** Draft ** | Inst 1065 (Schedule K-1) | Instructions for Schedule K-1 (Form 1065), Partner's Share of Income, Deductions, Credits, etc. | 2022 | 12-09-2022 |
| Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2023 | 12-08-2022 | |
| Form 1099-PATR | Taxable Distributions Received From Cooperatives (Info Copy Only) | 0123 | 12-05-2022 | |
| Form 1120-S (Schedule K-1) | Shareholder's Share of Income, Deductions, Credits, etc. | 2022 | 12-06-2022 | |
| ** Draft ** | Inst 1120-S (Schedule K-1) | Instructions for Schedule K-1 (Form 1120-S), Shareholder's Share of Income, Deductions, Credits, etc. | 2022 | 12-09-2022 |
| Form 2441 | Child and Dependent Care Expenses | 2022 | 12-07-2022 | |
| Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2022 | 12-08-2022 | |
| Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2022 | 12-08-2022 | |
| Form 5695 | Residential Energy Credits | 2022 | 12-06-2022 | |
| Form 8606 | Nondeductible IRAs | 2022 | 12-09-2022 | |
| Inst 8853 | Instructions for Form 8853, Archer MSAs and Long-Term Care Insurance Contracts | 2022 | 12-05-2022 | |
| ** Draft ** | Inst 8853 | Instructions for Form 8853, Archer MSAs and Long-Term Care Insurance Contracts | 2022 | 12-05-2022 |
| ** Draft ** | Inst 8862 | Instructions for Form 8862, Information to Claim Earned Income Credit After Disallowance | 1222 | 12-07-2022 |
| Form 8863 | Education Credits (American Opportunity and Lifetime Learning Credits) | 2022 | 12-07-2022 | |
| Form 8867 | Paid Preparer's Due Diligence Checklist | 1122 | 12-06-2022 | |
| Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 1122 | 12-07-2022 | |
| Form 8878 | IRS e-file Signature Authorization for Form 4868 or Form 2350 | 2022 | 12-05-2022 | |
| Form 8878 (sp) | IRS e-file Signature Authorization for Form 4868 (SP) or Form 2350 (SP) (Spanish Version) | 2022 | 12-06-2022 | |
| Form W-2 | Wage and Tax Statement (Info Copy Only) | 2023 | 12-06-2022 | |
| ** Draft ** | Form W-4 | Employee's Withholding Certificate | 2023 | 12-07-2022 |
Updates 12-03-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Publ 525 | Taxable and Nontaxable Income | 2022 | 11-29-2022 |
| ** Draft ** | Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2022 | 12-01-2022 |
| Form 1040 (Schedule 8812) (sp) | Credits for Qualifying Children and Other Dependents (Spanish Version) | 2022 | 11-28-2022 | |
| ** Draft ** | Form 1040 (Schedule A) | Itemized Deductions | 2022 | 12-02-2022 |
| Inst 1040 (Schedule C) | Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) | 2022 | 11-29-2022 | |
| Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2023 | 12-01-2022 | |
| Inst 1099-PATR | Instructions for Form 1099-PATR, Taxable Distributions Received From Cooperatives | 0123 | 11-30-2022 | |
| Form 1099-QA | Distributions from ABLE Accounts | 0123 | 11-28-2022 | |
| Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2023 | 12-01-2022 | |
| ** Draft ** | Inst 1099-R and 5498 | Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | 2023 | 12-01-2022 |
| Form 5498-QA | ABLE Account Contribution Information | 2023 | 12-01-2022 | |
| Form 8853 | Archer MSAs and Long-Term Care Insurance Contracts | 2022 | 12-01-2022 | |
| Form 8862 | Information To Claim Earned Income Credit After Disallowance | 1222 | 12-02-2022 | |
| ** Draft ** | Form 8863 | Education Credits (American Opportunity and Lifetime Learning Credits) | 2022 | 12-02-2022 |
| ** Draft ** | Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2023 | 12-02-2022 |
Updates 11-26-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Form 1065 (Schedule K-1) | Partner's Share of Income, Deductions, Credits, etc. | 2022 | 11-25-2022 | |
| Inst 1098-E and 1098-T | Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement | 2023 | 11-22-2022 | |
| Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2022 | 11-22-2022 | |
| Form 5498 | IRA Contribution Information (Info Copy Only) | 2023 | 11-25-2022 | |
| ** Draft ** | Form 5498 | IRA Contribution Information (Info Copy Only) | 2023 | 11-21-2022 |
| Form 8962 | Premium Tax Credit (PTC) | 2022 | 11-22-2022 | |
| ** Draft ** | Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2022 | 11-22-2022 |
| ** Draft ** | Inst W-2 and W-3 | Instructions for Forms W-2 and W-3, Wage and Tax Statement and Transmittal of Wage and Tax Statements | 2023 | 11-21-2022 |
Updates 11-19-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Publ 596 | Earned Income Credit | 2022 | 11-15-2022 |
| Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2022 | 11-15-2022 | |
| Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends | 2022 | 11-15-2022 | |
| Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses | 2022 | 11-14-2022 | |
| Form 1040 (Schedule SE) | Self-Employment Tax | 2022 | 11-15-2022 | |
| Inst 1099-QA and 5498-QA | Instructions for Forms 1099-QA and 5498-QA, Distributions from ABLE Accounts and ABLE Account Contribution Information | 2023 | 11-15-2022 | |
| ** Draft ** | Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2023 | 11-18-2022 |
| Publ 4695 (PR) | VITA/TCE Puerto Rico Volunteer Test | 0922 | 11-18-2022 | |
| Publ 4696 (PR) | VITA/TCE Puerto Rico Resource Guide | 0922 | 11-18-2022 | |
| Publ 5140 | Partner Site & Return Reviews Job Aid | 1122 | 11-17-2022 | |
| ** Draft ** | Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2022 | 11-16-2022 |
| Publ 5683 | VITA/TCE Handbook for Partners and Site Coordinators | 1122 | 11-18-2022 | |
| Inst 6251 | Instructions for Form 6251, Alternative Minimum Tax - Individuals | 2022 | 11-17-2022 | |
| Inst 8615 | Instructions for Form 8615, Tax for Certain Children Who Have Unearned Income | 2022 | 11-17-2022 | |
| ** Draft ** | Inst 8615 | Instructions for Form 8615, Tax for Certain Children Who Have Unearned Income | 2022 | 11-16-2022 |
| Form 8862 (sp) | Information to Claim Earned Income Credit After Disallowance (Spanish Version) | 1222 | 11-14-2022 |
Updates 11-12-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Publ 575 | Pension and Annuity Income | 2022 | 11-10-2022 |
| ** Draft ** | Publ 590-A | Contributions to Individual Retirement Arrangements (IRAs) | 2022 | 11-09-2022 |
| Form 1040 (Schedule 8812) | Credits for Qualifying Children and Other Dependents | 2022 | 11-07-2022 | |
| Form 1040 (Schedule D) | Capital Gains and Losses | 2022 | 11-07-2022 | |
| Form 1040 (Schedule EIC) | Earned Income Credit | 2022 | 11-07-2022 | |
| Form 1040 (Schedule R) | Credit for the Elderly or the Disabled | 2022 | 11-07-2022 | |
| Inst 1040 (Schedule R) | Instructions for Schedule R (Form 1040 or Form 1040-SR), Credit for the Elderly or the Disabled | 2022 | 11-07-2022 | |
| ** Draft ** | Inst 1040-X | Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return | 0123 | 11-09-2022 |
| Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA) | 1022 | 11-08-2022 | |
| Publ 5358 | Fact Sheet: Filing Season: VITA/TCE Training and Site Materials for SPEC Partners and Employees | 1022 | 11-10-2022 | |
| Form 5405 | Repayment of the First-Time Homebuyer Credit | 1122 | 11-07-2022 | |
| Inst 5405 | Instructions for Form 5405, Repayment of the First-Time Homebuyer Credit | 1122 | 11-07-2022 | |
| Form 6251 | Alternative Minimum Tax - Individuals | 2022 | 11-07-2022 | |
| ** Draft ** | Inst 8915-D | Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2022 | 11-10-2022 |
Updates 11-05-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Publ 969 | Health Savings Accounts and Other Tax-Favored Health Plans | 2022 | 11-02-2022 |
| Form 1040 (Schedule C) | Profit or Loss from Business (Sole Proprietorship) | 2022 | 11-01-2022 | |
| Form 1040 (Schedule E) | Supplemental Income and Loss | 2022 | 11-01-2022 | |
| Form 1040-V | Payment Voucher | 2022 | 11-01-2022 | |
| Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2023 | 11-02-2022 | |
| Form 1098-T | Tuition Statement (Info Copy Only) | 2023 | 11-02-2022 | |
| Inst 1099-SA and 5498-SA | Instructions for Forms 1099-SA and 5498-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA and HSA, Archer MSA, or Medicare Advantage MSA Information | 2023 | 11-02-2022 | |
| Publ 3676-A (en-sp) | IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) | 0822 | 11-01-2022 | |
| Publ 5378 | Link & Learn Taxes Certification Tests: Getting Started | 1122 | 11-03-2022 | |
| Inst 5498-ESA | Instructions for Form 5498-ESA, Coverdell ESA Contribution Information | 2023 | 10-31-2022 | |
| Form 5498-SA | HSA, Archer MSA, or Medicare Advantage MSA Information | 2023 | 11-02-2022 | |
| Form 8615 | Tax for Certain Children Who Have Unearned Income | 2022 | 11-01-2022 | |
| ** Draft ** | Inst 8615 | Instructions for Form 8615, Tax for Certain Children Who Have Unearned Income | 2022 | 11-03-2022 |
| Form 8880 | Credit for Qualified Retirement Savings Contributions | 2022 | 11-02-2022 | |
| Form 8888 | Allocation of Refund (Including Savings Bond Purchases) | 1122 | 11-02-2022 | |
| Form 8889 | Health Savings Accounts (HSAs) | 2022 | 10-31-2022 | |
| ** Draft ** | Inst 8915-F | Instructions for Form 8915-F, Qualified Disaster Retirement Plan Distributions and Repayments | 0123 | 11-02-2022 |
| ** Draft ** | Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2022 | 11-03-2022 |
| Form 13614-C | Intake/Interview & Quality Review Sheet | 1022 | 10-31-2022 | |
| Form 13614-C (sp) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1022 | 10-31-2022 | |
| ** Draft ** | Form W-2 | Wage and Tax Statement (Info Copy Only) | 2023 | 10-31-2022 |
Updates 10-29-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1041 (Schedule K-1) | Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040 | 2022 | 10-26-2022 |
| ** Draft ** | Inst 1099-QA and 5498-QA | Instructions for Forms 1099-QA and 5498-QA, Distributions from ABLE Accounts and ABLE Account Contribution Information | 2023 | 10-25-2022 |
| ** Draft ** | Inst 2441 | Instructions for Form 2441, Child and Dependent Care Expenses | 2022 | 10-27-2022 |
| Form 4137 | Social Security and Medicare Tax On Unreported Tip Income | 2022 | 10-24-2022 | |
| Publ 4555-E | VITA/TCE e-instructor guidance | 1022 | 10-25-2022 | |
| Publ 4731 | Screening Sheet for Nonbusiness Credit Card Debt Cancellation | 1022 | 10-24-2022 | |
| Publ 4731-A | Screening Sheet for Foreclosures/Abandonments and Cancellation of Debt | 1022 | 10-24-2022 | |
| Publ 4756 | Foreign Student and Scholar Volunteer Tax Return Preparation | 1022 | 10-24-2022 | |
| Publ 4757 | Individual Taxpayer Identification Number (ITIN) | 1022 | 10-24-2022 | |
| Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA) | 1022 | 10-24-2022 | |
| Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1022 | 10-27-2022 | |
| Publ 5089-A | Financial Institutions - Using Volunteer Income Tax Assistance - VITA to serve the community | 1022 | 10-25-2022 | |
| Publ 5310 | VITA/TCE Tax Return Quality Review Job Aid | 1022 | 10-24-2022 | |
| Publ 5362 | Fact Sheet: Continuing Education Credits for VITA/TCE Partners and Volunteers | 0922 | 10-27-2022 | |
| Publ 5450 | VITA/TCE Site Operations | 0922 | 10-27-2022 | |
| Publ 5451 | VITA/TCE Volunteer Orientation | 1022 | 10-25-2022 | |
| Form 5498-ESA | Coverdell ESA Contribution Information | 2023 | 10-25-2022 | |
| ** Draft ** | Form 5695 | Residential Energy Credits | 2022 | 10-24-2022 |
| Form 8283 | Noncash Charitable Contributions | 1122 | 10-25-2022 | |
| Form 8453 | U.S. Individual Income Tax Transmittal for an IRS e-file Return | 2022 | 10-25-2022 | |
| ** Draft ** | Inst 8853 | Instructions for Form 8853, Archer MSAs and Long-Term Care Insurance Contracts | 2022 | 10-26-2022 |
| ** Draft ** | Inst 8863 | Instructions for Form 8863, Education Credits (American Opportunity and Lifetime Learning Credits) | 2022 | 10-26-2022 |
| ** Draft ** | Form 8995 | Qualified Business Income Deduction Simplified Computation | 2022 | 10-27-2022 |
| ** Draft ** | Form 8995-A | Qualified Business Income Deduction | 2022 | 10-27-2022 |
| Form 14446 | Virtual VITA/TCE Taxpayer Consent | 1122 | 10-25-2022 |
Updates 10-22-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Publ 501 | Dependents, Standard Deduction, and Filing Information | 2022 | 10-17-2022 |
| ** Draft ** | Inst 1040 | Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return | 2022 | 10-17-2022 |
| ** Draft ** | Inst 1040 (Schedule 8812) (sp) | Instructions for Form 1040 Schedule 8812, Credits for Qualifying Children and Other Dependents (Spanish Version) | 2022 | 10-20-2022 |
| ** Draft ** | Form 1040-SR (sp) | U.S. Tax Return for Seniors (Spanish Version) | 2022 | 10-18-2022 |
| ** Draft ** | Inst 1094-B and 1095-B | Instructions for Forms 1094-B and 1095-B | 2022 | 10-17-2022 |
| ** Draft ** | Inst 1099-R and 5498 | Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | 2023 | 10-19-2022 |
| ** Draft ** | Form 2210 | Underpayment of Estimated Tax by Individuals, Estates and Trusts | 2022 | 10-19-2022 |
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 1022 | 10-17-2022 | |
| ** Draft ** | Form 4137 | Social Security and Medicare Tax On Unreported Tip Income | 2022 | 10-21-2022 |
| Publ 4491 | VITA/TCE Training Guide | 1022 | 10-17-2022 | |
| Form 8949 | Sales and other Dispositions of Capital Assets | 2022 | 10-21-2022 | |
| ** Draft ** | Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2022 | 10-20-2022 |
Updates 10-15-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Form 1095-B | Health Coverage | 2022 | 10-14-2022 | |
| Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2022 | 10-14-2022 | |
| Publ 4134 | Low Income Taxpayer Clinic List | 0922 | 10-14-2022 | |
| Publ 4134 (sp) | Low Income Taxpayer Clinic List (Spanish version) | 0922 | 10-14-2022 | |
| ** Draft ** | Form 4868 (sp) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2022 | 10-14-2022 |
| Publ 5088 | Site Coordinator Training | 1022 | 10-12-2022 | |
| Form 6729-C | Volunteer Return Preparation Program - Quality Return Review Sheet | 1022 | 10-11-2022 | |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1022 | 10-14-2022 | |
| ** Draft ** | Inst 8995 | Instructions for Form 8995, Qualified Business Income Deduction Simplified Computation | 2022 | 10-14-2022 |
Updates 10-08-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1041 (Schedule K-1) | Instructions for Schedule K-1 (Form 1041) for a Beneficiary Filing Form 1040 | 2022 | 10-06-2022 |
| ** Draft ** | Inst 1094-C and 1095-C | Instructions for Forms 1094-C and 1095-C | 2022 | 10-06-2022 |
| ** Draft ** | Form 4137 | Social Security and Medicare Tax On Unreported Tip Income | 2022 | 10-06-2022 |
| Publ 4152 | Electronic Toolkit for Nonresident Alien VITA/TCE Sites | 1022 | 10-03-2022 | |
| ** Draft ** | Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2022 | 10-03-2022 |
| Publ 5166 | IRS Volunteer VITA/TCE Volunteer Quality Site Requirements | 1022 | 10-03-2022 | |
| Publ 5324 | Fact Sheet: Quality Site Requirements for Alternative Filing Models for SPEC Partners and Employees | 1022 | 10-03-2022 | |
| Publ 5325 | Fact Sheet: Partner and Volunteer Training for the Filing Season for SPEC Partners and Volunteers | 1022 | 10-04-2022 | |
| Publ 5358 | Filing Season: VITA/TCE Training and Site Materials for SPEC Partners and Employees | 1022 | 10-06-2022 | |
| Publ 5377 | Fact Sheet: Practice Lab for VITA/TCE Partners and Volunteers | 1022 | 10-05-2022 | |
| Publ 5451 | VITA/TCE Volunteer Orientation | 1022 | 10-03-2022 | |
| Publ 5451-A | VITA/TCE Volunteer Orientation (With Notes) | 1022 | 10-03-2022 | |
| Publ 5451-A (SP) | VITA/TCE Volunteer Orientation (With Notes) (Spanish Version) | 1022 | 10-04-2022 | |
| Publ 5451 (SP) | VITA/TCE Volunteer Orientation (Spanish Version) | 1022 | 10-04-2022 | |
| Publ 5462 | Fact Sheet: TaxSlayer Software Ordering Guidance for SPEC Partners | 1022 | 10-03-2022 | |
| Publ 5477 | All taxpayers now eligible for Identity Protection PINs | 0722 | 10-05-2022 | |
| ** Draft ** | Inst 5695 | Instructions for Form 5695, Residential Energy Credit | 2022 | 10-05-2022 |
| ** Draft ** | Inst 8615 | Instructions for Form 8615, Tax for Certain Children Who Have Unearned Income | 2022 | 10-03-2022 |
| ** Draft ** | Form 8863 | Education Credits (American Opportunity and Lifetime Learning Credits) | 2022 | 10-03-2022 |
| ** Draft ** | Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2022 | 10-06-2022 |
| Form 13206 | Volunteer Assistance Summary Report | 1022 | 10-05-2022 |
Updates 10-01-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1040 (Schedule 8812) | Instructions for Schedule 8812, Credits for Qualifying Children and Other Dependents | 2022 | 09-29-2022 |
| Form 1095-A | Health Insurance Marketplace Statement | 2022 | 09-29-2022 | |
| Inst 1095-A | Instructions for Form 1095-A, Health Insurance Marketplace Statement | 2022 | 09-30-2022 | |
| ** Draft ** | Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2023 | 09-27-2022 |
| ** Draft ** | Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2023 | 09-30-2022 |
| Publ 4299 | Privacy, Confidentiality, and Civil Rights - A Public Trust | 1022 | 09-26-2022 | |
| Publ 4731 | Screening Sheet for Nonbusiness Credit Card Debt Cancellation | 1022 | 09-30-2022 | |
| Publ 4731-A | Screening Sheet for Foreclosures/Abandonments and Cancellation of Debt | 1022 | 09-30-2022 | |
| Publ 4756 | Foreign Student and Scholar Volunteer Tax Return Preparation | 1022 | 09-30-2022 | |
| Publ 4757 | Individual Taxpayer Identification Number (ITIN) | 1022 | 09-30-2022 | |
| ** Draft ** | Form 5498 | IRA Contribution Information (Info Copy Only) | 2023 | 09-30-2022 |
| ** Draft ** | Inst 6251 | Instructions for Form 6251, Alternative Minimum Tax - Individuals | 2022 | 09-29-2022 |
| Form 6729-D | Site Review Sheet | 1022 | 09-30-2022 | |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1022 | 09-30-2022 | |
| ** Draft ** | Form 8283 | Noncash Charitable Contributions | 1122 | 09-28-2022 |
| ** Draft ** | Inst 8606 | Instructions for Form 8606, Nondeductible IRAs | 2022 | 09-27-2022 |
| ** Draft ** | Form 8915-F | Qualified Disaster Retirement Plan Distributions and Repayments | 0123 | 09-30-2022 |
| Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1022 | 09-28-2022 | |
| Form 13615 (SP) | Volunteer Standards of Conduct Agreement - VITA/TCE Programs (Spanish Version) | 1022 | 09-29-2022 | |
| Form 13715 | Volunteer Site Information Sheet | 1022 | 09-30-2022 | |
| Form 15080 | Consent to Disclose Tax Return Information to VITA/TCE Tax Preparation Sites | 1022 | 09-30-2022 | |
| ** Draft ** | Form W-2 | Wage and Tax Statement (Info Copy Only) | 2023 | 09-29-2022 |
Updates 09-24-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule 3) | Additional Credits and Payments | 2022 | 09-21-2022 |
| ** Draft ** | Form 1040 (sp) | U.S. Individual Income Tax Return (Spanish Version) | 2022 | 09-22-2022 |
| ** Draft ** | Form 1040-SR | U.S. Tax Return for Seniors | 2022 | 09-21-2022 |
| Form 4852 (sp) | Substitute for Form W-2, Wage and Tax Statement, or Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Spanish Version) | 0920 | 09-22-2022 | |
| Publ 5347 | Fact Sheet: Virtual Quality Oversight Review Results for SPEC Partners & Employees | 0822 | 09-19-2022 | |
| Publ 5353 | Fact Sheet: Intake/Interview & Quality Review Policy for SPEC Partners and Employees | 1022 | 09-23-2022 | |
| Publ 5462 | Fact Sheet: TaxSlayer Software Ordering Guidance for SPEC Partners | 0922 | 09-21-2022 | |
| Publ 5547 | Job Aid - SPEC Over-the-Phone Interpreter (OPI) Service for SPEC Partners, Site Coordinators and Employees | 0822 | 09-20-2022 | |
| ** Draft ** | Form 8880 | Credit for Qualified Retirement Savings Contributions | 2022 | 09-19-2022 |
| ** Draft ** | Form 8915-D | Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2022 | 09-19-2022 |
| ** Draft ** | Form 8962 | Premium Tax Credit (PTC) | 2022 | 09-19-2022 |
| ** Draft ** | Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2022 | 09-19-2022 |
| Form 15272 | VITA/TCE Security Plan | 1022 | 09-23-2022 |
Updates 09-17-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1040 (Schedule C) | Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) | 2022 | 09-13-2022 |
| ** Draft ** | Inst 1098-E and 1098-T | Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement | 2023 | 09-13-2022 |
| Publ 5101 (SP) | Intake/Interview and Quality Review Training (Spanish Version) | 0822 | 09-13-2022 | |
| ** Draft ** | Form 8606 | Nondeductible IRAs | 2022 | 09-14-2022 |
| ** Draft ** | Form 8962 | Premium Tax Credit (PTC) | 2022 | 09-14-2022 |
Updates 09-10-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1040 (Schedule C) | Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) | 2022 | 09-06-2022 |
| ** Draft ** | Inst 1040 (Schedule E) | Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss | 2022 | 09-06-2022 |
| ** Draft ** | Form 1099-K | Payment Card and Third Party Network Transactions | 0422 | 09-08-2022 |
| ** Draft ** | Form 8862 (sp) | Information to Claim Earned Income Credit After Disallowance (Spanish Version) | 1222 | 09-07-2022 |
Updates 09-03-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 | U.S. Individual Income Tax Return | 2022 | 09-01-2022 |
| ** Draft ** | Inst 1040 (Schedule SE) | Instructions for Schedule SE (Form 1040 or Form 1040-SR), Self-Employment Tax | 2022 | 08-31-2022 |
| ** Draft ** | Inst 1095-A | Instructions for Form 1095-A, Health Insurance Marketplace Statement | 2022 | 08-30-2022 |
| ** Draft ** | Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2023 | 08-31-2022 |
| ** Draft ** | Inst 1099-K | Instructions for Form 1099-K, Payment Card and Third Party Network Transactions | 0422 | 09-02-2022 |
| Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 0822 | 09-01-2022 | |
| Publ 5102 | IRS Social Media - Equipping You | 0822 | 08-31-2022 | |
| Publ 5666 (sp) | Not required to file a tax return? (Spanish Version) | 0722 | 08-29-2022 |
Updates 08-27-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 5665 | Fact Sheet: Guidance for Promoting Voter Registration at VITA/TCE Sites for SPEC Partners | 0622 | 08-24-2022 | |
| Publ 5666 | Not required to File a tax return? | 0722 | 08-25-2022 | |
| ** Draft ** | Form 8853 | Archer MSAs and Long-Term Care Insurance Contracts | 2022 | 08-26-2022 |
| ** Draft ** | Form 8862 | Information To Claim Earned Income Credit After Disallowance | 1222 | 08-23-2022 |
Updates 08-20-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule 1) (sp) | Additional Income and Adjustments to Income (Spanish Version) | 2022 | 08-16-2022 |
| ** Draft ** | Form 1040 (Schedule 2) (sp) | Additional Taxes (Spanish Version) | 2022 | 08-16-2022 |
| ** Draft ** | Form 1040 (Schedule 3) (sp) | Additional Credits and Payments (Spanish Version) | 2022 | 08-16-2022 |
| ** Draft ** | Form 1040 (Schedule 8812) (sp) | Credits for Qualifying Children and Other Dependents (Spanish Version) | 2022 | 08-18-2022 |
| ** Draft ** | Form 1040 (Schedule EIC) (sp) | Earned Income Credit (Spanish version) | 2022 | 08-17-2022 |
| ** Draft ** | Form 1040 (sp) | U.S. Individual Income Tax Return (Spanish Version) | 2022 | 08-15-2022 |
| ** Draft ** | Form 1099-QA | Distributions from ABLE Accounts | 0123 | 08-19-2022 |
| ** Draft ** | Inst 1099-SA and 5498-SA | Instructions for Forms 1099-SA and 5498-SA, Distributions From an HSA, Archer MSA, or Medicare Advantage MSA and HSA, Archer MSA, or Medicare Advantage MSA Information | 2023 | 08-19-2022 |
| Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 0822 | 08-18-2022 | |
| ** Draft ** | Inst 5498-ESA | Instructions for Form 5498-ESA, Coverdell ESA Contribution Information | 2023 | 08-19-2022 |
| ** Draft ** | Form 5498-QA | ABLE Account Contribution Information | 2023 | 08-19-2022 |
| ** Draft ** | Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 1122 | 08-17-2022 |
| ** Draft ** | Form 8949 | Sales and other Dispositions of Capital Assets | 2022 | 08-17-2022 |
| Form 15373 | VITA/TCE Free Tax Preparation Using Over the Phone Interpreter Services | 0822 | 08-15-2022 |
Updates 08-13-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Inst 1099-PATR | Instructions for Form 1099-PATR, Taxable Distributions Received From Cooperatives | 2023 | 08-12-2022 |
| ** Draft ** | Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2022 | 08-11-2022 |
| Publ 5347 | Fact Sheet: Virtual Quality Oversight Review Results for SPEC Partners & Employees | 0822 | 08-10-2022 | |
| Publ 5547 | Job Aid - SPEC Over-the-Phone Interpreter (OPI) Service for SPEC Partners, Site Coordinators and Employees | 0822 | 08-12-2022 | |
| Publ 5666 (sp) | Not required to file a tax return? (Spanish Version) | 0722 | 08-08-2022 |
Updates 08-06-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule 8812) | Credits for Qualifying Children and Other Dependents | 2022 | 08-03-2022 |
| ** Draft ** | Form 2441 | Child and Dependent Care Expenses | 2022 | 08-01-2022 |
| Publ 5477 | All taxpayers now eligible for Identity Protection PINs | 0722 | 08-02-2022 | |
| ** Draft ** | Form 8615 | Tax for Certain Children Who Have Unearned Income | 2022 | 08-04-2022 |
| ** Draft ** | Form 8814 | Parents' Election to Report Child's Interest and Dividends | 2022 | 08-03-2022 |
| ** Draft ** | Form 8867 | Paid Preparer's Due Diligence Checklist | 1122 | 08-04-2022 |
| ** Draft ** | Form 8962 | Premium Tax Credit (PTC) | 2022 | 08-04-2022 |
Updates 07-30-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 | U.S. Individual Income Tax Return | 2022 | 07-27-2022 |
| ** Draft ** | Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2022 | 07-27-2022 |
| ** Draft ** | Form 1040 (Schedule 2) | Additional Taxes | 2022 | 07-27-2022 |
| ** Draft ** | Form 1040 (Schedule 3) | Additional Credits and Payments | 2022 | 07-27-2022 |
| ** Draft ** | Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses | 2022 | 07-28-2022 |
| ** Draft ** | Form 1040 (Schedule R) | Credit for the Elderly or the Disabled | 2022 | 07-28-2022 |
| ** Draft ** | Inst 1040 (Schedule R) | Instructions for Schedule R (Form 1040 or Form 1040-SR), Credit for the Elderly or the Disabled | 2022 | 07-28-2022 |
| ** Draft ** | Form 1040 (Schedule SE) | Self-Employment Tax | 2022 | 07-28-2022 |
| ** Draft ** | Form 1041 (Schedule K-1) | Beneficiary's Share of Income, Deductions, Credits, etc. | 2022 | 07-26-2022 |
| Form 1099-C | Cancellation of Debt (Info Copy Only) | 0122 | 07-29-2022 | |
| ** Draft ** | Form 2441 | Child and Dependent Care Expenses | 2022 | 07-27-2022 |
| Publ 5101 | Intake/Interview and Quality Review Training | 0822 | 07-28-2022 | |
| Publ 5299 | VITA/TCE Quality Review Refresher | 0822 | 07-28-2022 | |
| ** Draft ** | Form 5695 | Residential Energy Credits | 2022 | 07-29-2022 |
| ** Draft ** | Inst 8889 | Instructions for Form 8889, Health Savings Accounts (HSAs) | 2022 | 07-28-2022 |
| ** Draft ** | Form W-4 (sp) | Employee's Withholding Certificate (Spanish version) | 2023 | 07-25-2022 |
Updates 07-23-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule A) | Itemized Deductions | 2022 | 07-21-2022 |
| ** Draft ** | Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends | 2022 | 07-21-2022 |
| ** Draft ** | Form 1040 (Schedule E) | Supplemental Income and Loss | 2022 | 07-22-2022 |
| ** Draft ** | Form 1040 (Schedule EIC) | Earned Income Credit | 2022 | 07-21-2022 |
| ** Draft ** | Form 1040-V | Payment Voucher | 2022 | 07-18-2022 |
| ** Draft ** | Form 1065 (Schedule K-1) | Partner's Share of Income, Deductions, Credits, etc. | 2022 | 07-21-2022 |
| Publ 5477 | All taxpayers now eligible for Identity Protection PINs | 0722 | 07-18-2022 | |
| ** Draft ** | Form 6251 | Alternative Minimum Tax - Individuals | 2022 | 07-22-2022 |
| ** Draft ** | Form 8878 (sp) | IRS e-file Signature Authorization for Form 4868 (SP) or Form 2350 (SP) (Spanish Version) | 2022 | 07-20-2022 |
Updates 07-16-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule C) | Profit or Loss from Business (Sole Proprietorship) | 2022 | 07-15-2022 |
| ** Draft ** | Form 1040 (Schedule D) | Capital Gains and Losses | 2022 | 07-15-2022 |
| ** Draft ** | Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2022 | 07-12-2022 |
| Publ 1546 | The Taxpayer Advocate Service Is Your Voice at the IRS | 0622 | 07-11-2022 | |
| Publ 1546-EZ | The Taxpayer Advocate Service Is Your Voice at the IRS (flyer) | 0622 | 07-11-2022 | |
| Publ 1546-EZ (SP) | The Taxpayer Advocate Service Is Your Voice at the IRS (flyer) (Spanish Version) | 0622 | 07-11-2022 | |
| ** Draft ** | Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2022 | 07-13-2022 |
| ** Draft ** | Form 5405 | Repayment of the First-Time Homebuyer Credit | 1122 | 07-13-2022 |
| ** Draft ** | Inst 5405 | Instructions for Form 5405, Repayment of the First-Time Homebuyer Credit | 1122 | 07-14-2022 |
| ** Draft ** | Form 8889 | Health Savings Accounts (HSAs) | 2022 | 07-11-2022 |
| ** Draft ** | Form W-4 | Employee's Withholding Certificate | 2023 | 07-15-2022 |
Updates 07-09-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2022 | 07-07-2022 |
| ** Draft ** | Form 1120-S (Schedule K-1) | Shareholder's Share of Income, Deductions, Credits, etc. | 2022 | 07-07-2022 |
| Publ 5665 | Fact Sheet: Guidance for Promoting Voter Registration at VITA/TCE Sites for SPEC Partners | 0622 | 07-07-2022 |
Updates 07-02-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1095-A | Health Insurance Marketplace Statement | 2022 | 06-28-2022 |
| ** Draft ** | Form 1095-B | Health Coverage | 2022 | 06-28-2022 |
| ** Draft ** | Form 1099-PATR | Taxable Distributions Received From Cooperatives (Info Copy Only) | 2022 | 06-29-2022 |
| Notc 1214 (sp) | Helpful Contacts for Your Notice of Deficiency (Spanish Version) | 1019 | 06-28-2022 | |
| Publ 4134 | Low Income Taxpayer Clinic List | 0522 | 06-30-2022 | |
| Publ 4134 (sp) | Low Income Taxpayer Clinic List (Spanish version) | 0522 | 06-30-2022 | |
| ** Draft ** | Form 5498-ESA | Coverdell ESA Contribution Information | 2023 | 06-28-2022 |
| ** Draft ** | Form 8880 | Credit for Qualified Retirement Savings Contributions | 2022 | 06-30-2022 |
| ** Draft ** | Form 8888 | Allocation of Refund (Including Savings Bond Purchases) | 1122 | 06-28-2022 |
Updates 06-25-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Publ 55-B | Internal Revenue Service Data Book | 0522 | 06-24-2022 |
Updates 06-18-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Nothing Interesting | ||||
Updates 06-11-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| ** Draft ** | Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2023 | 06-07-2022 |
| ** Draft ** | Form 1098-T | Tuition Statement (Info Copy Only) | 2023 | 06-07-2022 |
Updates 06-04-2022
Selected New/Updated IRS Forms / Publications
| Note | Product Number | Title | Revision Date | Posted Date |
|---|---|---|---|---|
| Nothing Interesting | ||||