2. Wizard

Form 8653

(Rev. 4-2016)

Tax Counseling for the Elderly Program Application Plan

OMB Number 1545-2222

Catalog Number 64328V

 

Important Things You Should Know

 

IRS Volunteer Income Tax Preparation and Outreach Programs Privacy and Paperwork Reduction Act Notice

 

Privacy and Paperwork Reduction Act Notice– The Privacy Act of 1974 requires that when we ask for information we tell you our legal right to ask for the information, why we are asking for it, and how it will be used. We must also tell you what could happen if we do not receive it, and whether your response is voluntary, required to obtain a benefit, or mandatory. Our legal right to ask for information is 5 U.S.C. 301. The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information requests. The OMB Control Number for this study is 1545-2222. The time estimated for participation is 15 minutes. We are asking for this information to assist us in contacting you relative to your interest and/or participation in the IRS volunteer income tax preparation and outreach programs. The information you provide may be furnished to others who coordinate activities and staffing at volunteer return preparation sites or outreach activities. The information may also be used to establish effective controls, send correspondence and recognize volunteers. Your response is voluntary. However, if you do not provide the requested information, the IRS may not be able to use your assistance in these programs.

All fields marked with an asterisk (*) are required.

STOP.  You cannot complete Mobile-friendly forms Form 8653 unless you have already completed and submitted your initial TCE Grant Budget Plan with initial TCE Grant Application. Please go to http://grants.gov to complete and submit your TCE Grant Application.

All fields marked with an asterisk (*) are required.

Reimbursement Expenses

1. To volunteer tax assistors/quality reviewers

Enter the number of volunteer tax assistors/quality reviewers on line 1(a).  DO NOT count any volunteer twice, even if he/she serves in two or more capacities.

Enter the estimated amount of reimbursement for tax assistors/quality reviewers on line 1(b). DO NOT include expenses for any volunteer twice (i.e., if an individual serves as a volunteer coordinator as well as a tax assistor all of his/her expenses should be estimated on line 3, only). Include reimbursements made to volunteers for actual expenses incurred or stipends provided to volunteers. Either method is permitted and both stipends and actual reimbursements can be used by a grantee simultaneously as long as records are kept on both and the total is placed under lines 1-3. Please note: Stipends must be designated on expected out-of-pocket expenses not on time engaged in volunteer service.

2.  To volunteer tax instructors

Enter the number of volunteer tax instructors on line 2(a). DO NOT count any volunteer twice, even if he/she serves in two or more capacities.

Enter the estimated amount of reimbursement for tax instructors on line 2(b). DO NOT include expenses for any volunteer twice (i.e., if an individual serves as a volunteer coordinator as well as a tax assistor all of his/her expenses should be estimated on line 3, only). Include reimbursements made to volunteers for actual expenses incurred or stipends provided to volunteers. Either method is permitted and both stipends and actual reimbursements can be used by a grantee simultaneously as long as records are kept on both and the total is placed under lines 1-3. Please note: Stipends must be designated on expected out-of-pocket expenses not on time engaged in volunteer service.

3.  To volunteer coordinators/administrators

Enter the number of volunteer coordinators/administrators on line 3(a). DO NOT count any volunteer twice, even if he/she serves in two or more capacities.

Enter the estimated amount of reimbursement for coordinators/administrators on line 3(b). DO NOT include expenses for any volunteer twice (i.e., if an individual serves as a volunteer coordinator as well as a tax assistor all of his/her expenses should be estimated on line 3, only). Include reimbursements made to volunteers for actual expenses incurred or stipends provided to volunteers. Either method is permitted and both stipends and actual reimbursements can be used by a grantee simultaneously as long as records are kept on both and the total is placed under lines 1-3. Please note: Stipends must be designated on expected out-of-pocket expenses not on time engaged in volunteer service.

4.  Total (ADD 1-3)

Total lines 1(a) through 3(a) in the Numbers fields and enter here.

Total lines 1(b) through 3(b) in the Costs fields and enter here.

All fields marked with an asterisk (*) are required.

Administrative Expenses

5. Salaries/Benefits (clerical, administrative or technical staff only)

Enter the number of clerical, administrative or technical staff you will pay.

Enter the dollar amount of clerical, administrative or technical staff you will pay.

6. Supplies/Volunteer Recognition—For TCE Program

Supplies include pencils, pens, paper, postage, etc. These are supplies for the TCE Program other than those directly attributable for e-file. Also recognition items not to exceed $10 may be purchased to recognize your volunteers.

7. Rent/Utilities/Custodial Services—When additional and necessary for TCE Program

Enter the rent, utilities and/or custodial services costs for the TCE Program.

8. Auditing

Enter the cost of audit services for the TCE Program.

9. Daily site operations travel (travel to monitor TCE sites)

Enter travel of program sponsors or expenses incurred by program administrators or coordinators who are paid staff to monitor sites.

10. Program Publicity Development

Enter the estimated cost for the development of publicity (i.e., public service announcements, posters, brochures) and other publicity materials.

11. Interpreter Services

Enter the estimated cost for interpreter services.

12. Telephone Installation (No 800 Lines) or Internet Connectivity costs

Enter the estimated cost of installing temporary telephone lines at “telephone answering sites or Internet connectivity costs to provide e-file service."

13. Other (postage and/or food costs)

Enter the estimated cost for all postage, including postage needed for the fulfillment of orders for program materials. In addition, include any cost of food for volunteers at TCE sites that is necessary, reasonable, allocable, and allowable under OMB guidelines and total expenses for food may not exceed $500.

14. Total Administrative Expenses (ADD lines 5 through 13, column (b)). This figure should not be more than 30% of line 15

Total the administrative expenses (add lines 5-13 in the Cost Column (b)). This figure should not be more than 30% of line 15.

15. Estimated Program Cost (ADD lines 4 and 14, column (b))

Enter the program cost by adding lines 4 and 14 in the Cost Column (b).  Do not include the orientation meeting in the program cost.

16. Estimated cost of Travel to IRS Office/IRS Training

Enter the costs projected for attending a meeting at the IRS Office or with IRS personnel. Include travel expenses for attendance at train-the-trainer tax law, Site Coordinator, or an Orientation type training. Do not include expenses for daily site operations travel, this is captured on line 9. Provide lodging receipts, taxi receipts, air fare, meals and incidental expenses, gas receipts, etc.

17. Estimated cost of Electronic Filing Supplies/Services

Cost for diskettes, paper, printer cartridges, toner, cable locks, memory, network cards, external media, and anything else directly attributable to e-file expenses. Computers and printers (with a unit cost not to exceed $1,000) can be purchased to support e-file using grant funds. You may also include costs associated with computer repair of equipment used for tax preparation services.

18. Total estimated Program Cost (ADD lines 15, 16, and 17 column (b))

Enter the total estimated program costs (add lines 15, 16 and 17 in the Cost Column (b)).

All fields marked with an asterisk (*) are required.

Other Information

19. Number of individual federal tax returns you expect to prepare

List the number of individual paper federal returns you expect to prepare for taxpayers 60+.

List the number of individual electronically filed federal returns you expect to prepare for taxpayers 60+.

Total lines 19a (60 + Taxpayers) and 19b (60 + Taxpayers) and enter here.

List the number of individual paper federal returns you expect to prepare for all other taxpayers .

List the number of individual electronically filed federal returns you expect to prepare for all other taxpayers .

Total lines 19a (Other Taxpayers) and 19b ( Other Taxpayers) and enter here.

21. Number of tax preparation sites planned

Project the number of e-file tax preparation sites.

Project the number of combination tax preparation sites.

Total lines 21a (60 + Taxpayers) and 21b (60 + Taxpayers) and enter here.

All fields marked with an asterisk (*) are required.

Review

Leading Questions

Please confirm if this is a revised version of your Tax Counseling for the Elderly Program Application Plan (Form 8653)?

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Reimbursement Expenses

1(a) Numbers

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1(b) Cost

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2(a) Numbers

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2(b) Cost

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3(a) Numbers

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3(b) Cost

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4(a) Numbers

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4(b) Cost

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Administrative Expenses

5(a) Numbers

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5(b) Cost

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6(b) Cost

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7(b) Cost

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8(b) Cost

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9(b) Cost

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10(b) Cost

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11(b) Cost

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12(b) Cost

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13(b) Cost

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14(b) Cost

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15(b) Cost

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16(b) Cost

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17(b) Cost

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18(b) Cost

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Other Information

19a. Paper federal returns (60 + Taxpayers)

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19b. Electronically filed federal returns (60 + Taxpayers)

N/A

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19c. Total of 19a and 19b (60 + Taxpayers)

0

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19a. Paper federal returns (Other Taxpayers)

N/A

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19b. Electronically filed federal returns (Other Taxpayers)

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19c. Total of 19a and 19b (Other Taxpayers)

0

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20. Number of other taxpayers 60+ you plan to assist not included in Lines 19a through 19c above. (60 + Taxpayers)

N/A

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21a. e-file sites (60 + Taxpayers)

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21b. combination sites (60 + Taxpayers)

N/A

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21c. Total of 21a and 21b

0

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Your Form Has Been Submitted

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