Resources for Volunteer Tax Preparers This is for TY2014
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This page will be updated as TY2014 items are released

IRS Section   New Jersey Section   CCH Section

Selected TY2014 IRS Forms and Publications


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
click Accommodating Taxpayers Who Use Wheelchairs or Other Mobility Devices
(Civil Rights Division Advisory # 14-11)
click Service Animals for Taxpayers with Disabilities
(Civil Rights Division Advisory # 14-10)
click Reasonable Accommodations for Taxpayers Who Are Blind or Low Vision
(Civil Rights Division Advisory # 14-09)
click Providing Language Access to Limited English Proficient (LEP) Taxpayers
(Civil Rights Division Advisory # 14-07)
click Providing Reasonable Accommodations for Taxpayers
(Civil Rights Division Advisory # 14-06)
click When to Refer a Taxpayer to the Civil Rights Divisions
(Civil Rights Division Advisory # 14-02)
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


Volunteer Portal