This page will be updated as TY2014 items are released
IRS Section New Jersey Section CCH Section
Selected TY2014 IRS Forms and Publications
Training
FACT SHEET - 2015 Filing Season: VITA/TCE Training & Site Products - September 2014
| Product Number | Title | Rev | Post |
|---|---|---|---|
| Publ 4012 | VITA/TCE Volunteer Resource Guide | 1014 | 11-24-2014 |
| Publ 4480 | VITA/TCE Link & Learn Taxes Training Kit | 1014 | 10-15-2014 |
| Publ 4491 | VITA/TCE Training Guide | 1014 | 10-08-2014 |
| Publ 4491-W | VITA/TCE Problems and Exercises | 1014 | 09-22-2014 |
| Publ 4491-X | VITA/TCE Training Supplement | 0215 | 02-17-2015 |
| Publ 4555e | VITA/TCE e-instructor guidance | 1014 | 10-17-2014 |
| Publ 4942 | VITA/TCE Specialty Course - Health Savings Accounts (HSA's) | 1014 | 10-07-2014 |
| Publ 4961 | VITA/TCE - Volunteer Standards of Conduct - Ethics Training | 1014 | 09-30-2014 |
| Publ 5088 | Site Coordinator Training - Coming Together to Strengthen Communities | 1014 | 09-30-2014 |
| Publ 5101 | Intake/Interview & Quality Review Training | 1014 | 09-18-2014 |
| Publ 5157 | VITA/TCE Affordable Care Act | 1114 | 11-18-2014 |
| Publ 5157-A | VITA/TCE Affordable Care Act - Taxpayer Scenarios | 0115 | 01-16-2015 |
| Publ 5159 | SPEC Partner Filing Season Readiness Training Guide | 1014 | 10-15-2014 |
| Publ 5182 | VITA/TCE Specialty Course Cancellation of Debt (COD) Principle Residence | 1214 | 01-09-2015 |
| Form 6744 | VITA/TCE Volunteer Assistor's Test/Retest | 1014 | 10-02-2014 |
| Form 13614-C | Intake/Interview & Quality Review Sheet | 1014 | 09-26-2014 |
| Form 13614-C (SP) | Intake/Interview & Quality Review Sheet (Spanish Version) | 1014 | 10-31-2014 |
| Form 13615 | Volunteer Standards of Conduct Agreement - VITA/TCE Programs | 1014 | 09-17-2014 |
Forms and Instructions
| Product Number | Title | Rev | Post |
|---|---|---|---|
| Form 1040 | U.S. Individual Income Tax Return | 2014 | 12-30-2014 |
| Inst 1040 | Instructions for Form 1040, U.S. Individual Income Tax Return, Form 8949, and Schedules 8812, A, C, D, E, F, R, and SE | ||
| Inst 1040 (General Inst.) | Instructions for Form 1040, U.S. Individual Income Tax Return | 2014 | 01-27-2015 |
| Form 1040-ES | Estimated Tax for Individuals (2015) | 2015 | 01-22-2015 |
| Publ 17 | Your Federal Income Tax (For Individuals) | 2014 | 02-09-2015 |
| Publ 17 (SP) | Your Federal Income Tax (Spanish version) | 2014 | 02-19-2015 |
Administrative Publications
| Product Number | Title | Rev | Post |
|---|---|---|---|
| Publ 1084 | IRS Volunteer Site Coordinator's Handbook | 1014 | 10-15-2014 |
| Publ 3189 | Volunteer e-file Administration Guide - Tax Year 2013 | 1014 | 09-25-2014 |
| Publ 4299 | Privacy and Confidentiality - A Public Trust | 0914 | 09-30-2014 |
| Publ 4396-A | Partner Packet Inserts | 0914 | 09-30-2014 |
| Publ 5166 | Volunteer Income Tax Assistance (VITA) / Tax Counseling for the Elderly (TCE) Quality Site Requirements (QSR) | 1014 | 11-13-2014 |
| Form 6729 | Site Review Sheet | 1014 | 10-01-2014 |
| Form 6729-B | Volunteer Return Preparation Program - Shopping Review Sheet | ||
| Form 6729-C | Volunteer Return Preparation Program - Quality Return Review Sheet | ||
| Form 14310 | VITA/TCE Volunteer Sign Up | 1014 | 09-22-2014 |
Fact Sheets / Job Aids / other SPEC documents
| Link | Title | Date |
|---|---|---|
| click | Certification Tests: Getting Started | 11-2014 |
| click | 2014 Practice Lab | 11-2014 |
| click | Preparing Prior Year and Amended Returns at VITA/TE Sites | 10-2014 |
| click | Voldunteer Training for 2015 Filing Season | 09-2014 |
| click | Volunteer Due Diligence | ??-2014 |
| click | Reasonable Accommodations for Taxpayers Who Are Deaf or Hard of Hearing (Civil Rights Division Advisory # 14-17 |
09-2014 |
| click | Accommodating Taxpayers Who Use Wheelchairs or Other Mobility Devices (Civil Rights Division Advisory # 14-11) |
09-2014 |
| click | Service Animals for Taxpayers with Disabilities (Civil Rights Division Advisory # 14-10) |
09-2014 |
| click | Reasonable Accommodations for Taxpayers Who Are Blind or Low Vision (Civil Rights Division Advisory # 14-09) |
09-2014 |
| click | Providing Language Access to Limited English Proficient (LEP) Taxpayers (Civil Rights Division Advisory # 14-07) |
09-2014 |
| click | Providing Reasonable Accommodations for Taxpayers (Civil Rights Division Advisory # 14-06) |
09-2014 |
| click | When to Refer a Taxpayer to the Civil Rights Divisions (Civil Rights Division Advisory # 14-02) |
09-2014 |
| click | Continuing Education Credit for Enrolled Agents and Other Tax Return Preparers | 08-2014 |
| click | Signing, Faxing, and Emailing VITA/TCE Forms | 11-2013 |
| click | SPEC Certifying Acceptance Agent Initiative | 04-2013 |
IRS Links
IRS Forms and Publications page
Site Coordinator Corner page
VITA/TCE Central page
Selected TY2014 New Jersey Forms and Publications
Gross Income Tax Forms and Instructions
| Product Number | Title | Post |
|---|---|---|
| Form NJ-1040 | NJ Resident Income Tax Return | |
| Instructions for NJ-1040 | Instructions for Form NJ-1040, Complete Booklet | |
| Schedules A, B, and C | Schedules A, B, and C | |
| Form NJ-1040-H | Property Tax Credit Application | |
| Instructions for NJ-1040-H | Instructions for NJ-1040-H) | |
| Form NJ-1040-ES | Estimated Tax Voucher 2015 | |
| Instructions for NJ-1040-ES | Instructions for NJ-1040-ES 2015 |
NJ Links
NJ Div of Taxation Gross Income Tax Forms page
NJ Div of Taxation Property Tax Reimbursement (Senior Freeze) page
CCH Links
TaxWise Home Page (Sales and Support)
TaxWise Training for IRS VITA/TCE Programs
AARP Foundation Tax-Aide
| Title | Post |
|---|---|
| Volunteer Training Manual for Client Facilitators | 01-19-2014 |
Links