Form 13978 - Projected Operations VITA Grant Application.pdf

Catalog Number 51503C www.irs.gov Form 13978 (Rev. 4-2020)

Form 13978 (April 2020)

Department of the Treasury - Internal Revenue Service

Projected Operations VITA Grant Application Purpose: This form is to be used by VITA Grant applicants. It should accompany the VITA Grant Application and include estimates expected for next filing season in the categories shown. Note: At least 90% of the total number of federal returns prepared must meet the low income threshold.

Name of organization Period of performance

October 1, to September 30, Federal Return Preparation Number of Returns

1. Federal returns filed electronically

2. Federal returns filed as paper

3. Federal returns filed through MyFreeTaxes

4. Total federal returns prepared (Add lines 1-3)

Return Preparation Site Information (Complete page 2 with site information) Number of Sites

5. Traditional sites

6. Virtual sites

7. Facilitated self-assistance sites

8. Total proposed sites (Add lines 5-7)

Estimate the number of volunteers and the total hours the volunteers will work by type of position they will occupy. Number of Volunteers Total Volunteer Hours

9. Tax preparers

10. Support

11. Site coordinators

12. Instructors

13. Program administrators Estimate the number of federal tax returns expected to prepare for each underserved population. Choose only one population as your primary and one population as your secondary focus.

Underserved Population Primary (select one) Secondary (select one) Number of Returns

14. Elderly

15. Rural

16. Persons with disabilities

17. Limited English proficient

18. Native American

19. Low income (not included in lines 14 -18)

Comments/Remarks

Note: To be completed when applying for entry into the program.

Complete the following table with existing and proposed site information. Provide the EFIN (Electronic Filing Identification Number) and SIDN (Site Identification Number) for each site. If more space is required to list all the program’s site, please provide the information in a word or excel document.

Site Name EFIN SIDN City State Open All Year

Yes No

Instructions for Form 13978, Projected Operations VITA Grant Application Line 1 Record the number of low income federal returns expected to file electronically.

Line 2 Record the number of low income federal returns expected to file as a paper return.

Line 3 Record the number of low income federal returns expected to file through MyFreeTaxes.

Line 4 Record the total low income federal returns expected to file. This is the sum of lines 1 through 3.

Line 5 Record the number of sites planned to operate during the next filing season as traditional site locations.

Line 6 Record the number of sites planned to operate during the next filing season as virtual site locations.

Line 7 Record the number of sites planned to operate during the next filing season Facilitated Self-Assistance (FSA) locations.

Line 8 Record the total number of established and new sites that will operate. This is the sum of lines 5 through 7.

Line 9 Record the number of volunteers whose primary responsibility will be certified tax return preparers and record the total hours expected to work by all these volunteers.

Line 10 Record the number of volunteers whose primary responsibility will be support personnel such as a greeter and record the total hours expected to work by all these volunteers.

Line 11 Record the number of volunteers whose primary responsibility will be site coordinators and record the total hours expected to work by all these volunteers.

Line 12 Record the number of volunteers whose primary responsibility will be instructors and record the total hours expected to work by all these volunteers.

Line 13 Record the number of volunteers whose primary responsibility will be program administrators and record the total hours expected to work by all these volunteers.

Line 14 Estimate the total number of federal returns expected to prepare for the low income elderly population.

Line 15 Estimate the total number of federal returns expected to prepare for the low income rural population.

Line 16 Estimate the total number of federal returns expected to prepare for the low income person with disabilities population.

Line 17 Estimate the total number of federal returns expected to prepare for the low income limited English proficient population.

Line 18 Estimate the total number of federal returns expected to prepare for the low income Native American population.

Line 19 Estimate the total number of federal returns expected to prepare for the low income population not included in lines 14 through 18.

Form 13978 (April 2020) Form 13978. Revised April 2020. Catalog Number 51503C.

Department of the Treasury - Internal Revenue Service Projected Operations VITA Grant Application D R A F T

C O P Y N O T

F O R

R E L E A S E Catalog Number 51503C www.irs.gov w w w . i r s . g o v.

Form 13978 (Rev. 4-2020) Page D R A F T

C O P Y N O T

F O R

R E L E A S E Catalog Number 51503C www.irs.gov w w w . i r s . g o v.

Form 13978 (Rev. 4-2020) Purpose: This form is to be used by VITA Grant applicants. It should accompany the VITA Grant Application and include estimates expected for next filing season in the categories shown. Note: At least 90% of the total number of federal returns prepared must meet the low income threshold.

Period of performance Federal Return Preparation Number of Returns Return Preparation Site Information (Complete page 2 with site information) Number of Sites Estimate the number of volunteers and the total hours the volunteers will work by type of position they will occupy.

Number of Volunteers Total Volunteer Hours

9. Tax preparers

10. Support

11. Site coordinators

12. Instructors

13. Program administrators Estimate the number of federal tax returns expected to prepare for each underserved population. Choose only one population as your primary and one population as your secondary focus.

Underserved Population Primary (select one) Secondary (select one) Number of Returns

14. Elderly

15. Rural

16. Persons with disabilities

17. Limited English proficient

18. Native American

19. Low income (not included in lines 14 -18) Comments/Remarks Note: To be completed when applying for entry into the program.

Complete the following table with existing and proposed site information. Provide the EFIN (Electronic Filing Identification Number) and SIDN (Site Identification Number) for each site. If more space is required to list all the program’s site, please provide the information in a word or excel document.

Site Name

EFIN

SIDN

City State Open All Year Site Name.

EFIN.

SIDN.

City.

State.

Yes Open All Year. Yes.

No Open All Year. No.

Instructions for Form 13978, Projected Operations VITA Grant Application Line 1 Record the number of low income federal returns expected to file electronically.

Line 2 Record the number of low income federal returns expected to file as a paper return.

Line 3 Record the number of low income federal returns expected to file through MyFreeTaxes.

Line 4 Record the total low income federal returns expected to file. This is the sum of lines 1 through 3.

Line 5 Record the number of sites planned to operate during the next filing season as traditional site locations.

Line 6 Record the number of sites planned to operate during the next filing season as virtual site locations.

Line 7 Record the number of sites planned to operate during the next filing season Facilitated Self-Assistance (FSA) locations.

Line 8 Record the total number of established and new sites that will operate. This is the sum of lines 5 through 7.

Line 9 Record the number of volunteers whose primary responsibility will be certified tax return preparers and record the total hours expected to work by all these volunteers.

Line 10 Record the number of volunteers whose primary responsibility will be support personnel such as a greeter and record the total hours expected to work by all these volunteers.

Line 11 Record the number of volunteers whose primary responsibility will be site coordinators and record the total hours expected to work by all these volunteers.

Line 12 Record the number of volunteers whose primary responsibility will be instructors and record the total hours expected to work by all these volunteers.

Line 13 Record the number of volunteers whose primary responsibility will be program administrators and record the total hours expected to work by all these volunteers.

Line 14 Estimate the total number of federal returns expected to prepare for the low income elderly population.

Line 15 Estimate the total number of federal returns expected to prepare for the low income rural population.

Line 16 Estimate the total number of federal returns expected to prepare for the low income person with disabilities population.

Line 17 Estimate the total number of federal returns expected to prepare for the low income limited English proficient population.

Line 18 Estimate the total number of federal returns expected to prepare for the low income Native American population.

Line 19 Estimate the total number of federal returns expected to prepare for the low income population not included in lines 14 through 18.

9.0.0.2.20120627.2.874785 Projected Operations VITA Grant Application

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Form 13978 (Rev. 4-2020)