Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) Programs

Forms and Documents

Document Name	Status
Form 14310 Partner and Volunteer Sign-up Form and Instruction	New
Form 13206 Volunteer Assistance Summary Report Form	Modified
Form 13715 Volunteer Site Information Sheet Form	Modified
Form 14204 Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet Form	Unchanged
Form 8654 Tax Counseling for the Elderly Program Semi-Annual/Annual Program Report Form and Instruction	Unchanged
Form 8653 Tax Counseling for the Ederly Program Application Plan Form and Instruction	Modified
1545-2222 SS 2020.docx Supporting Statement A	2020-11-27

IC Document Collections

IC ID	Document Title	Status
243631	Partner and Volunteer Sign-up Form and Instruction	New
205288	Volunteer Assistance Summary Report Form	Modified
205093	Volunteer Site Information Sheet Form	Modified
200721	Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet Form	Unchanged
200720	Tax Counseling for the Elderly Program Semi-Annual/Annual Program Report Form and Instruction	Unchanged
200719	Tax Counseling for the Ederly Program Application Plan Form and Instruction	Modified

ICR Details

OMB Control No: 1545-2222	ICR Reference No: 202009-1545-006
Status: Received in OIRA	Previous ICR Reference No: 201704-1545-035
Agency/Subagency: TREAS/IRS	Agency Tracking No:
Title: Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) Programs
Type of Information Collection: Revision of a currently approved collection	Common Form ICR:  No
Type of Review Request: Regular	Date Submitted to OIRA: 11/27/2020

	Requested	Previously Approved
Expiration Date	36 Months From Approved	01/31/2021
Responses	47,300	45,300
Time Burden (Hours)	16,134	16,067
Cost Burden (Dollars)	0	0

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Abstract: The Internal Revenue Service offers free assistance with tax return preparation and tax counseling using specially trained volunteers. The Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs assist seniors and individuals with low to moderate incomes, those with disabilities, and those for whom English is a second language. Using these forms will provide consistent information that is needed when potential VITA/TCE volunteers submit their interest in volunteering to represent the IRS when they prepare tax returns during filing season

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Authorizing Statute(s): PL: Pub.L. 91 - 172 83 Name of Law: Tax Reform Act of 1969
   PL: Pub.L. 95 - 600 163 Name of Law: Revenue Act of 1978
  

Citations for New Statutory Requirements: None

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Associated Rulemaking Information
RIN:	Stage of Rulemaking:	Federal Register Citation:	Date:
	Not associated with rulemaking

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Federal Register Notices & Comments
60-day Notice:	Federal Register Citation:	Citation Date:
	85 FR 58428	09/18/2020
30-day Notice:	Federal Register Citation:	Citation Date:
	85 FR 75414	11/25/2020
Did the Agency receive public comments on this ICR? No

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Number of Information Collection (IC) in this ICR: 6

IC Title	Form No.	Form Name
Volunteer Assistance Summary Report	13206	Volunteer Assistance Summary Report
Tax Counseling for the Elderly Program Semi-Annual/Annual Program Report	8654	Tax Counseling for the Elderly Semi-Annual/Annual Program Report
Volunteer Site Information Sheet	13715	Volunteer Site Information Sheet
Tax Counseling for the Ederly Program Application Plan	8653	Tax Counseling for the Ederly Program Application Plan
Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet	14204	Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet
Partner and Volunteer Sign-up	14310	Volunteer and Partner Sign Up

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ICR Summary of Burden

	Total Request	Previously Approved	Change Due to New Statute	Change Due to Agency Discretion	Change Due to Adjustment in Estimate	Change Due to Potential Violation of the PRA
Annual Number of Responses	47,300	45,300	0	2,000	0	0
Annual Time Burden (Hours)	16,134	16,067	0	67	0	0
Annual Cost Burden (Dollars)	0	0	0	0	0	0

Burden increases because of Program Change due to Agency Discretion: Yes

Burden Increase Due to: Miscellaneous Actions

Burden decreases because of Program Change due to Agency Discretion: No

Burden Reduction Due to:

Short Statement: There is an increase in burden from what was previously approved by OMB due to the inclusion of Form 14310, accessible either through paper (PDF) or online through Link & Learn on IRS.gov. This form increases the estimated burden by 2,000 responses and 67 hours.

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Annual Cost to Federal Government: $0

Does this IC contain surveys, censuses, or employ statistical methods? No

Does this ICR request any personally identifiable information (see OMB Circular No. A-130 for an explanation of this term)? Please consult with your agency's privacy program when making this determination.     Yes

Does this ICR include a form that requires a Privacy Act Statement (see 5 U.S.C. §552a(e)(3))? Please consult with your agency's privacy program when making this determination.     Yes

Is this ICR related to the Affordable Care Act [Pub. L. 111-148 & 111-152]? No

Is this ICR related to the Dodd-Frank Wall Street Reform and Consumer Protection Act, [Pub. L. 111-203]? No

Is this ICR related to the American Recovery and Reinvestment Act of 2009 (ARRA)? No

Is this ICR related to the Pandemic Response? No

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Common Form ICR:  No

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On behalf of this Federal agency, I certify that the collection of information encompassed by this request complies with 5 CFR 1320.9 and the related provisions of 5 CFR 1320.8(b)(3).

The following is a summary of the topics, regarding the proposed collection of information, that the certification covers:

(a) It is necessary for the proper performance of agency functions;

(b) It avoids unnecessary duplication;

(c) It reduces burden on small entities;

(d) It uses plain, coherent, and unambiguous language that is understandable to respondents;

(e) Its implementation will be consistent and compatible with current reporting and recordkeeping practices;

(f) It indicates the retention periods for recordkeeping requirements;

(g) It informs respondents of the information called for under 5 CFR 1320.8 (b)(3) about:

(i) Why the information is being collected;

(ii) Use of information;

(iii) Burden estimate;

(iv) Nature of response (voluntary, required for a benefit, or mandatory);

(v) Nature and extent of confidentiality; and

(vi) Need to display currently valid OMB control number;

(h) It was developed by an office that has planned and allocated resources for the efficient and effective management and use of the information to be collected.

(i) It uses effective and efficient statistical survey methodology (if applicable); and

(j) It makes appropriate use of information technology.

If you are unable to certify compliance with any of these provisions, identify the item by leaving the box unchecked and explain the reason in the Supporting Statement.

Certification Date: 11/27/2020

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