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Form 14204: Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet
IRS Form 14204 is the Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet, used by organizations applying to participate in the TCE program. The application deadline is May 31st.
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IRS Form 14204 - Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet
IRS Form 14204 is the Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet, used by organizations applying to participate in the TCE program. The application deadline is May 31st.
Risk Radar
Scan points- 1Failing to provide complete information means evaluators might skip your application entirely.
- 2Filing without including all 10 items from the Application Checklist.
- 3Submitting documents without either an electronic or scanned original signature.
- 4Not answering 'Yes' when interested in a multi-year grant, if applicable.
- 5Failing to check eligibility criteria under Publication 1101 for multi-year grants.
Plain English
This form helps an organization apply to join the IRS's Tax Counseling for the Elderly (TCE) Program. It gathers key information about the group so the IRS knows who they are and what they plan to do. Completing this ensures the organization can be considered for assistance in tax preparation outreach.
Submission Date
- Filing date: 2019-03-14 23:00:09
- Preparation window: collect IDs, supporting records, and signatures in advance.
- Final review: verify names, dates, and required fields before submission.
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What this form is for
- Use this form when an organization is applying or renewing its registration to participate in the Tax Counseling for the Elderly (TCE) Program with the IRS.
- Do not use it when your organization is only interested in a single-year grant and has not yet confirmed eligibility under Publication 1101 criteria.
- Check Form 8653 instead when applying specifically for the TCE Application Plan.
Form selector
Use this form or another form?
Applying for Multi-Year Grant
This form serves as the primary checklist and contact sheet for TCE applications.
✓ Check that you have answered the SAM registration question.
Need to detail lobbying activities
Standard Form LLL is required if your organization engages in lobbying activities.
✓ Confirm whether or not the disclosure of lobbying activities is required for your application.
Submitting a general federal assistance request
This form provides contact information specifically related to VITA and TCE programs, which must be included with the main application package.
✓ Ensure you include both Standard Form 424 and Form 14335 in your submission.
Form 14335 (Contact Info for VITA & TCE)
Deadline or filing window
The application must be submitted by May 31st. If May 31st lands on a weekend, the submission deadline shifts to the following Monday. The form does not state an extension process but mandates timely completion for consideration.
Checklist
What you need before filling it out
SAM Registration Question
Yes or No selection · Administrative Information section
Application Due Date
May 31st (or Monday following if weekend) · Application Checklist header
Background Narrative
A document containing narrative information · Assembly Checklist Item 2
Nonprofit Status Determination letter
Letter issued by the Internal Revenue Service · Assembly Checklist Item 3
Proposed Program/Budget Plan
A document detailing plans and budget · Assembly Checklist Item 5
Form 8653, TCE Application Plan
The specific plan form · Assembly Checklist Item 6
Before you submit
- 1Verify that all documents requiring a signature contain either an electronic or scanned original signature.
- 2Confirm you have completed the Contact Information section with accurate details for your organization and POC.
- 3Check the box indicating whether your organization has registered through SAM at www.sam.gov this year.
- 4If applicable, confirm that you have checked the criteria under Publication 1101 if applying for a multi-year grant.
- 5Ensure Form 14204 itself is complete and all required fields are addressed.
- 6Confirm the inclusion of the Nonprofit Status Determination letter issued by the IRS (Item 3 on the list).
- 7Verify that the Application Due Date has not passed, noting the weekend extension rule.
How to file this form
- 1Gather all required documents, including Form 14204, Background Narrative, and Nonprofit Status Determination letter.
- 2Complete administrative sections by answering questions regarding SAM registration and multi-year grant interest.
- 3Assemble the application package, ensuring every document has a valid signature (electronic or scanned).
- 4Submit the complete packet to the appropriate receiving office before the deadline of May 31st (or the following Monday).
Known limitations
- 1The application checklist does not specify requirements for organizations that are applying to renew their registration through the System for Award Management (SAM) this year.
- 2If an organization is interested in a multi-year grant but has not checked the criteria under the Multi-Year Grant Opportunities section of Publication 1101, it may still be eligible to apply.
- 3Incomplete applications that meet basic eligibility will be scored based only on the information available at the time of review.
- 4The checklist does not specify what happens if an application is missing a required document but meets all other criteria.
Field map
Compact field-by-field guide
General Info
2 items
Full legal name and taxpayer identification number (SSN or EIN).
Current mailing address.
Details
2 items
Complete all applicable sections of this form according to the official IRS instructions.
Enter the relevant dollar amount if this form involves tax calculation.
Certification
1 items
Read and acknowledge any certifications required by this form.
Signatures
1 items
Sign and date. Unsigned forms cannot be processed.
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Fillable formOpen in Editor->The current edition is Revision 3-2019, and it was published in March 2019. The source does not point to a specific page for the absolute latest information but provides all necessary details within this document.
What changed or needs a fresh check
- Edition date — confirm the revision date reads March 2019.
- OMB Number — confirm the OMB Control Number is 1545-2222.
- Contact Information — ensure all required fields (Name, Address, Phone, FAX, POC Name/Title, Email) are completed.
- Application Checklist — verify that Form 14335, Contact Information for VITA & TCE, is included in the assembly.
Quick Facts
Downloads
After you file
- 1Retain a copy of the completed Form 14204, TCE Application Checklist and Contact Sheet.
- 2Ensure that all documents requiring a signature contain either an electronic signature or a scanned copy of the original signature.
- 3The responsibility for ensuring all information is submitted rests with the applicant.
- 4If missing information is identified by the Grant Program Office (GPO) during evaluation, technical evaluators may not consider it depending on when the review finishes.
Sources
- SRCForm 14204 is the Tax Counseling for the Elderly (TCE) Program Application Checklist and Contact Sheet (Instructions p.1)
- SRCThe application deadline is May 31st, with a Monday extension if needed (Instructions p.1)
- SRCAll documents requiring a signature must have an electronic or scanned original signature (Instructions p.1)
- SRCTechnical ranking happens simultaneously with the Grant Program Office (GPO) evaluation (Instructions p.1)
- SRCThe required checklist includes Form 8653, TCE Application Plan and Standard Form 424, Application for Federal Assistance (Instructions p.1)
- SRCThe OMB Control Number for this study is 1545-2222 (Instructions p.1)
Common confusion points
When exactly must I submit Form 14204?
The deadline is May 31st; if that date falls on a weekend, the Monday following May 31st is the due date.
→ Check the calendar for the submission year.
What happens if my application is missing details?
It will be scored based only on the information available when the review occurs, so completeness is critical.
→ Double-check every item before sending.
Do all documents need a signature?
Yes, any document requiring a signature must have either an electronic or scanned original signature.
→ Verify each attachment individually for signing evidence.
Is my response voluntary even if I want to participate?
Yes, the IRS states that the submission is voluntary, although failure to provide information may prevent use in the programs.
→ Confirm this status on the Contact Sheet section.
What happens if I don't know what 'Technical ranking' means?
Technical ranking occurs at the same time as the Grant Program Office (GPO) evaluation.
→ Assume it is part of the overall review process.
Do I need to file a Federal tax return to use this form?
If federal tax returns are not required to be filed, you must provide an explanation on your organization’s letterhead.
→ Check your filing status first before preparing item #4.
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- The GPO evaluation may lead to a request for more information or a determination of ineligibility.
Questions about IRS Form 14204
What is IRS Form 14204 used for?
This form helps an organization apply to join the IRS's Tax Counseling for the Elderly (TCE) Program. It gathers key information about the group so the IRS knows who they are and what they plan to do. Completing this ensures the organization can be considered for assistance in tax preparation outreach.
Who must file IRS Form 14204?
The filer category is an organization interested in applying for a multi-year grant through the Tax Counseling for the Elderly (TCE) Program.
What information does IRS Form 14204 require?
The form collects Contact Information (name, address, POC details), Administrative Information regarding SAM registration, and asks if the organization is interested in a multi-year grant. The checklist itself requires supporting documents like the Background Narrative and Form 8653.
When is IRS Form 14204 due?
The application due date is May 31st; if May 31st falls on a weekend, the Monday following that date is the deadline for submission.
Where do I file IRS Form 14204?
The source does not specify a service center address but indicates this form is part of the IRS volunteer income tax preparation and outreach programs. Submission must be complete to avoid issues during technical review.
How do I complete IRS Form 14204?
All documents requiring a signature must have an electronic or scanned original signature. The applicant must ensure all 10 checklist items are included, such as Form 8653 and the Background Narrative. Technical ranking occurs simultaneously with the GPO evaluation.
What happens if IRS Form 14204 is filed incorrectly?
If information is missing, the Grant Program Office (GPO) may not consider it by technical evaluators depending on when the review finishes. Incomplete applications meeting basic eligibility will be scored based only on the information available at time of review.
When exactly must I submit Form 14204?
The deadline is May 31st; if that date falls on a weekend, the Monday following May 31st is the due date. Check the calendar for the submission year.
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