Selected IRS Forms/Pubs
Scan Date: 07-03-2021
See Also: Updated Resources
IRS Pages: All Current Forms and Instructions • All Draft Forms and Instructions
| Drafts | ||||
|---|---|---|---|---|
| Note | Product Number | Title | Revision Date | Posted Date |
| ** Draft ** | Publ 974 | Premium Tax Credit (PTC) | 2020 | 04-19-2021 Upd |
| ** Draft ** | Inst 1099-R and 5498 | Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | 2020 | 10-30-2020 Upd |
| Regular | ||||
|---|---|---|---|---|
| Note | Product Number | Title | Revision Date | Posted Date |
| Publ 17 | Your Federal Income Tax (For Individuals) | 2020 | 02-11-2021 Upd | |
| Publ 17 (SP) | Your Federal Income Tax (Spanish version) | 2020 | 01-28-2021 Upd | |
| Publ 525 | Taxable and Nontaxable Income | 2020 | 04-08-2021 Upd | |
| Publ 590-A | Contributions to Individual Retirement Arrangements (IRAs) | 2020 | 03-05-2021 Upd | |
| Publ 590-B | Distributions from Individual Retirement Arrangements (IRAs) | 2020 | 05-25-2021 Upd | |
| Publ 962 | Life's a little easier with EITC | 1220 | 02-01-2021 Upd | |
| ** 2019 ** | Publ 962 (EN-SP) | Life's a little easier with EITC (English/Spanish version) | 0919 | 05-13-2020 Upd |
| Publ 962 (SP) | Life's a little easier with EITC (Spanish version) | 0321 | 03-23-2021 Upd | |
| Publ 974 | Premium Tax Credit (PTC) | 2020 | 04-16-2021 Upd | |
| Form 1040 | U.S. Individual Income Tax Return | 2020 | 12-10-2020 Upd | |
| Inst 1040 | Instructions for Form 1040 or Form 1040-SR, U.S. Individual Income Tax Return | 2020 | 04-14-2021 Upd | |
| Form 1040 (Schedule 1) | Additional Income and Adjustments to Income | 2020 | 12-09-2020 Upd | |
| Form 1040 (Schedule 2) | Additional Taxes | 2020 | 12-10-2020 Upd | |
| Form 1040 (Schedule 3) | Additional Credits and Payments | 2020 | 12-10-2020 Upd | |
| Form 1040 (Schedule A) | Itemized Deductions | 2020 | 12-08-2020 Upd | |
| Inst 1040 (Schedule A) | Instructions for Schedule A (Form 1040 or Form 1040-SR), Itemized Deductions | 2020 | 01-06-2021 Upd | |
| Form 1040 (Schedule B) | Interest and Ordinary Dividends | 2020 | 11-04-2020 Upd | |
| Inst 1040 (Schedule B) | Instructions for Schedule B (Form 1040 or Form 1040-SR), Interest and Ordinary Dividends | 2020 | 11-18-2020 Upd | |
| Form 1040 (Schedule C) | Profit or Loss from Business (Sole Proprietorship) | 2020 | 11-13-2020 Upd | |
| Inst 1040 (Schedule C) | Instructions for Schedule C (Form 1040 or Form 1040-SR), Profit or Loss From Business (Sole Proprietorship) | 2020 | 01-13-2021 Upd | |
| Form 1040 (Schedule D) | Capital Gains and Losses | 2020 | 12-22-2020 Upd | |
| Inst 1040 (Schedule D) | Instructions for Schedule D (Form 1040 or Form 1040-SR), Capital Gains and Losses | 2020 | 01-05-2021 Upd | |
| Form 1040 (Schedule E) | Supplemental Income and Loss | 2020 | 11-16-2020 Upd | |
| Inst 1040 (Schedule E) | Instructions for Schedule E (Form 1040 or Form 1040-SR), Supplemental Income and Loss | 2020 | 01-14-2021 Upd | |
| Form 1040-ES | Estimated Tax for Individuals | 2021 | 02-04-2021 Upd | |
| Form 1040-SR | U.S. Tax Return for Seniors | 2020 | 12-10-2020 Upd | |
| Form 1040-X | Amended U.S. Individual Income Tax Return | 0120 | 02-19-2021 Upd | |
| Inst 1040-X | Instructions for Form 1040-X, Amended U.S. Individual Income Tax Return | 0120 | 02-18-2021 Upd | |
| Publ 1084 | VITA/TCE IRS Volunteer Site Coordinator Handbook | 1020 | 10-22-2020 Upd | |
| Inst 1094-B and 1095-B | Instructions for Forms 1094-B and 1095-B | 2020 | 10-15-2020 Upd | |
| Inst 1094-C and 1095-C | Instructions for Forms 1094-C and 1095-C | 2020 | 10-15-2020 Upd | |
| Form 1095-A | Health Insurance Marketplace Statement | 2020 | 10-08-2020 Upd | |
| Inst 1095-A | Instructions for Form 1095-A, Health Insurance Marketplace Statement | 2020 | 10-08-2020 Upd | |
| Form 1095-B | Health Coverage | 2020 | 10-15-2020 Upd | |
| Form 1095-C | Employer-Provided Health Insurance Offer and Coverage | 2020 | 10-15-2020 Upd | |
| Form 1098-E | Student Loan Interest Statement (Info Copy Only) | 2020 | 11-04-2020 Upd | |
| Inst 1098-E and 1098-T | Instructions for Forms 1098-E and 1098-T, Student Loan Interest Statement and Tuition Statement | 2020 | 11-04-2020 Upd | |
| Form 1098-T | Tuition Statement (Info Copy Only) | 2020 | 11-04-2020 Upd | |
| ** 2019 ** | Form 1099-A | Acquisition or Abandonment of Secured Property (Info Copy Only) | 2019 | 11-06-2019 Upd |
| Inst 1099-A and 1099-C | Instructions for Forms 1099-A and 1099-C, Acquisition or Abandonment of Secured Property and Cancellation of Debt | 2021 | 11-04-2020 Upd | |
| Form 1099-B | Proceeds from Broker and Barter Exchange Transactions (Info Copy Only) | 2020 | 12-01-2020 Upd | |
| Inst 1099-B | Instructions for Form 1099-B, Proceeds from Broker and Barter Exchange Transactions | 2020 | 12-03-2020 Upd | |
| ** 2019 ** | Form 1099-C | Cancellation of Debt (Info Copy Only) | 2019 | 11-06-2019 Upd |
| Form 1099-DIV | Dividends and Distributions (Info Copy Only) | 2020 | 11-18-2020 Upd | |
| Inst 1099-DIV | Instructions for Form 1099-DIV, Dividends and Distributions | 2020 | 12-02-2020 Upd | |
| Form 1099-INT | Interest Income (Info Copy Only) | 2020 | 08-25-2020 Upd | |
| Inst 1099-INT and 1099-OID | Instructions for Forms 1099-INT and 1099-OID, Interest Income and Original Issue Discount | 2020 | 11-04-2020 Upd | |
| ** 2019 ** | Form 1099-LTC | Long Term Care and Accelerated Death Benefits | 1019 | 10-08-2019 Upd |
| ** 2019 ** | Inst 1099-LTC | Instructions for Form 1099-LTC, Long Term Care and Accelerated Death Benefits | 2019 | 10-27-2019 Upd |
| Form 1099-MISC | Miscellaneous Income (Info Copy Only) | 2020 | 11-20-2020 Upd | |
| Inst 1099-MISC | Instructions for Form 1099-MISC, Miscellaneous Income | 2020 | 12-10-2019 Upd | |
| Form 1099-R | Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (Info Copy Only) | 2020 | 12-30-2020 Upd | |
| Inst 1099-R and 5498 | Instructions for Forms 1099-R and 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. | 2021 | 01-12-2021 Upd | |
| Publ 1101 | Application Package and Guidelines for Managing a TCE Program | 0421 | 04-05-2021 Upd | |
| Publ 2043 | IRS Refund Information Guidelines for the Tax Preparation Community | 0121 | 02-19-2021 Upd | |
| ** 2019 ** | Publ 3211 (EN-SP) | Earned Income Tax Credit (EITC) Q&A (English/Spanish) | 0218 | 05-13-2020 Upd |
| Publ 3676-A (EN-SP) | IRS Certified Volunteers Providing Free Tax Preparation (English/Spanish) | 1020 | 11-05-2020 Upd | |
| ** 2019 ** | Publ 3676-B (EN-SP) | VITA/TCE Site Location Flyer for Field Assistance Taxpayer Assistance Centers (English/Spanish) | 1019 | 02-14-2020 Upd |
| Publ 4011 | VITA/TCE Foreign Student and Scholar Volunteer Resource Guide | 0920 | 10-16-2020 Upd | |
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 0121 | 04-30-2021 Upd | |
| Publ 4152 | Electronic Toolkit for Nonresident Alien VITA/TCE Sites | 1020 | 01-14-2021 Upd | |
| ** 2019 ** | Publ 4225-B | Do you like helping others? Volunteer for VITA/TCE | 1019 | 12-19-2019 Upd |
| Publ 4225-B (EN-SP) | Do you like helping others? Volunteer for VITA/TCE (English-Spanish) | 0820 | 09-30-2020 Upd | |
| ** 2019 ** | Publ 4225-B (SP) | Do you like helping others? Volunteer for VITA/TCE (Spanish Version) | 0120 | 02-24-2020 Upd |
| Publ 4299 | Privacy, Confidentiality, and Civil Rights - A Public Trust | 1020 | 10-30-2020 Upd | |
| ** 2019 ** | Publ 4390 | VITA/TCE Computer Loan Program | 0919 | 11-14-2019 Upd |
| Publ 4396-A | Partner Resource Guide | 1020 | 11-12-2020 Upd | |
| Publ 4491 | VITA/TCE Training Guide | 1020 | 10-15-2020 Upd | |
| Publ 4491-X | VITA/TCE Training Supplement | 0121 | 02-01-2021 Upd | |
| Publ 4555-E | VITA/TCE e-instructor guidance | 1020 | 12-16-2020 Upd | |
| Publ 4671 | Helping You Help Others VITA Grant Program Overview and Application Instructions | 0421 | 04-30-2021 Upd | |
| Publ 4695 (PR) | VITA/TCE Puerto Rico Volunteer Test | 0920 | 10-22-2020 Upd | |
| Publ 4696 (PR) | VITA/TCE Puerto Rico Resource Guide | 0920 | 09-29-2020 Upd | |
| Publ 4704-FS | Foreign Student and Scholar Test | 1020 | 10-15-2020 Upd | |
| Publ 4757 | Individual Taxpayer Identification Number (ITIN) | 0620 | 10-08-2020 Upd | |
| Publ 4836 (EN-SP) | VITA/TCE Free Tax Programs (English and Spanish) | 0920 | 10-02-2020 Upd | |
| Form 4868 | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return | 2020 | 01-08-2021 Upd | |
| Form 4868 (SP) | Application for Automatic Extension of Time to File U.S. Individual Income Tax Return (Spanish version) | 2020 | 01-12-2021 Upd | |
| ** 2019 ** | Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA) | 1019 | 11-14-2019 Upd |
| Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1020 | 10-15-2020 Upd | |
| Publ 4961 (SP) | Normas de Conducta para los Voluntarios en los VITA/TCE - Entrenamiento de Etica | 1020 | 01-07-2021 Upd | |
| Publ 5088 | Site Coordinator Training | 1120 | 11-10-2020 Upd | |
| Publ 5089 | Credit Unions - Using Volunteer Income Tax Assistance - VITA to serve the community | 1220 | 03-16-2021 Upd | |
| Publ 5089-A | Financial Institutions - Using Volunteer Income Tax Assistance - VITA to serve the community | 1020 | 01-13-2021 Upd | |
| Publ 5089-A (SP) | Financial Institutions - Using Volunteer Income Tax Assistance - VITA to Serve the Community (Spanish Version) | 1020 | 04-02-2021 Upd | |
| Publ 5101 | Intake/Interview and Quality Review Training | 1020 | 10-07-2020 Upd | |
| Publ 5140 | Job Aid: Partner Site & Return Reviews | 0121 | 02-01-2021 Upd | |
| Publ 5141 | QSS Site Review Job Aid: To be used with Form 6729 | 1120 | 11-18-2020 Upd | |
| Publ 5166 | IRS Volunteer Quality Site Requirements | 1020 | 10-30-2020 Upd | |
| ** 2019 ** | Publ 5245 | Tax Counseling for the Elderly (TCE) Program Terms and Conditions | 0420 | 04-30-2020 Upd |
| ** 2019 ** | Publ 5247 | Volunteer Income Tax Assistance (VITA) Terms and Conditions | 0420 | 05-13-2020 Upd |
| Publ 5299 | VITA/TCE Quality Review Refresher | 1120 | 12-11-2020 Upd | |
| ** 2019 ** | Publ 5307 | Tax Reform: Basics for Individuals and Families | 0620 | 07-02-2020 Upd |
| Publ 5310 | VITA/TCE Tax Return Quality Review Job Aid | 1020 | 11-24-2020 Upd | |
| Form 5329 | Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2020 | 02-11-2021 Upd | |
| Inst 5329 | Instructions for Form 5329, Additional Taxes on Qualified Plans (Including IRAs) and Other Tax-Favored Accounts | 2020 | 02-19-2021 Upd | |
| Publ 5358 | Fact Sheet for SPEC Partners and Employees Filing Season 2020: VITA/TCE Training and Site Materials | 0920 | 10-12-2020 Upd | |
| Publ 5362 | Fact Sheet for VITA/TCE Partners and Volunteers: Continuing Education Credits | 0920 | 10-08-2020 Upd | |
| Publ 5363 | Fact Sheet for VITA/TCE Partners and Volunteers Federal Tax Law Update Test for Circular 230 Professionals | 0920 | 10-08-2020 Upd | |
| ** 2019 ** | Publ 5376 | VITA Grant Reporting Requirements | 1219 | 01-03-2020 Upd |
| Publ 5377 | Fact Sheet for VITA/TCE Partners and Volunteers | 1120 | 11-04-2020 Upd | |
| Publ 5380 | Fact Sheet: Filing Season 2021: Buying US Savings Bond with Your Tax Refund for VITA/TCE Taxpayers | 1120 | 11-19-2020 Upd | |
| Publ 5381 | Fact Sheet: Filing Season 2021: Form 8888 and Series I Savings Bonds for VITA/TCE Partners | 1120 | 11-20-2020 Upd | |
| Publ 5395 | Fact Sheet for SPEC Partners VITA/TCE Scope and Product Change Requests | 1220 | 01-13-2021 Upd | |
| ** 2019 ** | Publ 5396 | Fact Sheet for VITA/TCE Sites Impacted by Federally Declared Disasters | 0220 | 02-24-2020 Upd |
| ** 2019 ** | Publ 5396-A | Job Aid for VITA/TCE Volunteers Using Form 4852 when Missing the Form W-2 or 1099-R | 0220 | 02-24-2020 Upd |
| ** 2019 ** | Publ 5408 | Fact Sheet for SPEC Partners and Employees: Expanded Virtual VITA/TCE Process for the Remainder of Filing Season | 0420 | 04-02-2020 Upd |
| ** 2019 ** | Publ 5408 (SP) | Fact Sheet for SPEC Partners and Employees: Expanded Virtual VITA/TCE Process for the Remainder of Filing Season (Spanish Version) | 0420 | 04-16-2020 Upd |
| Publ 5450 | VITA/TCE Site Operations | 1220 | 12-16-2020 Upd | |
| Publ 5451 | VITA /TCE Volunteer Orientation | 0920 | 11-10-2020 Upd | |
| Publ 5451-A | VITA/TCE Volunteer Orientation With Notes | 0920 | 11-12-2020 Upd | |
| Publ 5455 | Fact Sheet: Reporting Data Breaches at VITA/TCE Sites for SPEC Partners | 1020 | 11-04-2020 Upd | |
| Publ 5457 | TCE Grant Award Notification Required Actions and Other Information | 1020 | 10-06-2020 Upd | |
| Publ 5466 | Ten Reminders To Keep You And Others Safe at VITA/TCE Sites | 1220 | 12-14-2020 Upd | |
| Publ 5471 | Fact Sheet: Disclosure and Use of Tax Information Â? Internal Revenue Code (IRC) 7216 Requirements for VITA/TCE Partners | 1120 | 12-16-2020 Upd | |
| Publ 5503 | Fact Sheet: IRS Loaned Equipment for VITA/TCE Partners | 0321 | 04-01-2021 Upd | |
| Publ 5509 | Volunteer Income Tax Assistance (VITA) High School, College & University Flyer | 0421 | 04-09-2021 Upd | |
| Form 6729 | QSS Site Review Sheet | 0920 | 10-16-2020 Upd | |
| Form 6729-D | Site Review Sheet | 1020 | 10-15-2020 Upd | |
| Form 6729-P | Partner Return Review Sheet | 0221 | 03-04-2021 Upd | |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1020 | 10-15-2020 Upd | |
| Form 7202 | Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals | 2020 | 01-15-2021 Upd | |
| Inst 7202 | Use Form 7202, Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals, to figure the amount to claim for qualified sick and family leave equivalent credits under the Families Fi | 2020 | 01-28-2021 Upd | |
| Form 8867 | Paid Preparer's Due Diligence Checklist | 2020 | 11-18-2020 Upd | |
| Inst 8867 | Instructions for Form 8867, Paid Preparer's Due Diligence Checklist | 2020 | 11-23-2020 Upd | |
| Form 8915-C | Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2020 | 03-01-2021 Upd | |
| Inst 8915-C | Instructions for Form 8915-C, Qualified 2018 Disaster Retirement Plan Distributions and Repayments | 2020 | 03-02-2021 Upd | |
| Form 8915-D | Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2020 | 03-01-2021 Upd | |
| Inst 8915-D | Instructions for Form 8915-D, Qualified 2019 Disaster Retirement Plan Distributions and Repayments | 2020 | 03-05-2021 Upd | |
| Form 8915-E | Qualified 2020 Disaster Retirement Plan Distributions and Repayments | 2020 | 02-11-2021 Upd | |
| Inst 8915-E | Instructions for Form 8915-E, Qualified 2020 Disaster Retirement Plan Distributions and Repayments (Use for Coronavirus-Related Distributions) | 2020 | 02-11-2021 Upd | |
| Form 8949 | Sales and other Dispositions of Capital Assets | 2020 | 12-10-2020 Upd | |
| Inst 8949 | Instructions for Form 8949, Sales and other Dispositions of Capital Assets | 2020 | 01-28-2021 Upd | |
| Form 8962 | Premium Tax Credit (PTC) | 2020 | 11-17-2020 Upd | |
| Inst 8962 | Instructions for Form 8962, Premium Tax Credit (PTC) | 2020 | 12-14-2020 Upd | |
| Form 13533 | VITA - TCE Partner Sponsor Agreement | 0920 | 09-25-2020 Upd | |
| Form 13614-C | Intake/Interview & Quality Review Sheet | 1020 | 09-30-2020 Upd | |
| Form 13614-C (SP) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1020 | 02-06-2021 Upd | |
| Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1020 | 10-15-2020 Upd | |
| ** 2019 ** | Form 13977 | VITA Grant Program Budget Plan | 0420 | 04-29-2020 Upd |
| ** 2019 ** | Form 13978 | Projected Operations VITA Grant Program Application Plan | 0420 | 04-29-2020 Upd |
| ** 2019 ** | Form 14204 | Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet | 0319 | 03-14-2019 Upd |
| Form 14310 | Partner and Volunteer Sign Up | 0720 | 08-17-2020 Upd | |
| Form 14446 | Virtual VITA/TCE Taxpayer Consent | 1020 | 10-08-2020 Upd | |
| Form 15272 | VITA/TCE Security Plan | 0920 | 09-18-2020 Upd | |
| Form 15273 | Virtual VITA/TCE Plan | 1220 | 01-13-2021 Upd | |
| Form W-2 | Wage and Tax Statement (Info Copy Only) | 2020 | 12-17-2020 Upd | |
| Form W-2G | Certain Gambling Winnings | 2020 | 12-19-2020 Upd | |
| Form W-4 | Employee's Withholding Certificate | 2020 | 12-04-2020 Upd | |
| Form W-4 (SP) | Employee's Withholding Certificate (Spanish version) | 2020 | 12-16-2020 Upd | |
| Form W-4P | Withholding Certificate for Pension or Annuity Payments | 2020 | 12-03-2020 Upd | |