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Official form guide
Form 9661: Cooperative Agreement
Internal Revenue Service Form 9661 is a cooperative agreement that authorizes the IRS to partner with a private or public nonprofit to provide free tax counseling for seniors. It requires the grant recipient to report award details, including a period of performance from October 1 to September 30.
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IRS Form 9661 - Cooperative Agreement
Internal Revenue Service Form 9661 is a cooperative agreement that authorizes the IRS to partner with a private or public nonprofit to provide free tax counseling for seniors. It requires the grant recipient to report award details, including a period of performance from October 1 to September 30.
Risk Radar
Scan points- 1Submitting the form without the required signatures invalidates the agreement.
- 2Leaving the Recipient name or address blank prevents identification of the grant recipient.
- 3Omitting the Unique Entity Identifier (UEI) can block award tracking and verification.
- 4Incorrect period of performance dates (not Oct 1 to Sep 30) may cause funding disallowance.
- 5Failing to indicate Multi‑Year award status when applicable leads to non‑compliance.
Plain English
Form 9661 sets up a partnership between the IRS and a nonprofit that will give free tax help to people age 60 or older. The nonprofit fills in award numbers, dates, and cost‑sharing information. Both the nonprofit and the IRS must sign before the agreement is active. The form also records whether the grant spans multiple years.
Submission Date
- Filing date: 2025-06-27 22:10:07
- 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 entering a cooperative agreement with the IRS to provide free tax counseling for individuals age 60 or older.
- Do not use it when the grant is not a cooperative agreement under the Tax Counseling for the Elderly (TCE) Program.
- Check Not stated in the official source instead when a different IRS form is required.
Form selector
Use this form or another form?
Applying for a new Tax Counseling for the Elderly cooperative agreement
Establishes the award details and authorizes the IRS partnership under Section 163 of the Revenue Act of 1978
✓ Verify the period of performance is October 1 to September 30 and the multi‑year option matches your intended award
Renewing a multi‑year TCE grant
Indicates continuation eligibility and confirms compliance with the multi‑year criteria outlined in the cooperative agreement
✓ Ensure the multi‑year box is checked and that the organization meets the grant criteria
Reporting a change to the federal award amount
Requires written approval for any increase; no additional reimbursements are made without such approval
✓ Confirm any increase is documented in writing before submitting the revised form
Deadline or filing window
Not stated in the official source.
Checklist
What you need before filling it out
Recipient name
Form 9661 · Form 9661
Recipient address
Form 9661 · Form 9661
Unique Entity Identifier (UEI)
Form 9661 · Form 9661
Amount of federal funds obligated
Form 9661 · Form 9661
Signature
Form 9661 · Form 9661
Before you submit
- 1Verify the Recipient name is entered
- 2Verify the Recipient address is entered
- 3Confirm the Unique Entity Identifier (UEI) is provided
- 4Check that the Period of Performance reads October 1 to September 30
- 5Mark the Multi‑Year award selection as Yes or No
- 6Enter the total amount of federal funds obligated
- 7Sign the Recipient signature line
- 8Sign the IRS Authorized Representative line
- 9Review the form for completeness before submission
How to file this form
- 1Complete all required fields on Form 9661
- 2Obtain signatures from the grant recipient and the IRS authorized representative
- 3Attach any supporting documentation required by the grant program
- 4Submit the signed Form 9661 to the IRS grant officer address
- 5Retain a copy of the submitted form for your records
Known limitations
- 1Expenses incurred before or after the period of performance are not covered by this grant — Form p.1
- 2No additional expense reimbursements or other payments shall be made by the IRS unless the total amount of federal award is increased in writing — Form p.1
- 3The Federal Government's obligation under the TCE Grant Program is contingent upon the availability of appropriated funds, especially if operating under a Continuing Resolution — Form p.1
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->Form 9661 is the June 2025 revision (Rev. 6‑2025); the source does not indicate a newer version or any changes from prior editions.
What changed or needs a fresh check
- Edition date — confirm the revision reads Rev. 6-2025 on the form
- Fee — Not stated in the official source
- Mailing address — Not stated in the official source
- Signature — confirm both Recipient and IRS Authorized Representative signatures are present
- OMB control number — confirm 1545-2222 appears on the form
Quick Facts
Downloads
After you file
- 1Retain a signed copy of Form 9661 for your records
- 2Store the retained copy for at least three years after the award period ends
- 3Expect IRS correspondence at the address provided on the form regarding the grant
- 4If an error is discovered, submit a corrected Form 9661 with the updated information
Sources
- SRCForm p.1 — Period of performance reads 'October 1, to September 30'.
- SRCForm p.1 — Multi-Year award Yes No field present.
- SRCForm p.1 — Unique Entity Identifier (UEI) field listed.
- SRCForm p.1 — Expenses incurred before or after this period are not covered by this grant.
- SRCForm p.1 — No additional expense reimbursements unless award increased in writing.
- SRCForm p.1 — Federal Government obligation contingent on appropriated funds and possible Continuing Resolution.
- SRCForm p.2 — Privacy Act notice states response is voluntary.
Common confusion points
What dates define the period of performance?
The form lists start and end months without year, causing uncertainty.
→ Verify the period reads 'October 1, to September 30' on page 1.
Is my award multi-year or single-year?
The form includes a Yes/No box for multi-year, which may be overlooked.
→ Check the Multi-Year award box on page 1 and confirm selection matches your award.
Can I incur expenses outside the performance period?
The agreement states expenses before or after are not covered.
→ Ensure all costs fall between October 1 and September 30 as shown on page 1.
Will the IRS reimburse additional costs if the award amount changes?
The form says no reimbursements unless the award is increased in writing.
→ Confirm any increase is documented in writing before incurring extra expenses (page 1).
Do I need to provide my Unique Entity Identifier (UEI)?
The form lists UEI as a required field, which some filers may not have.
→ Locate and enter the UEI in the designated field on page 1.
Is my response to the privacy notice mandatory?
The privacy notice states the response is voluntary, yet some think it's required.
→ Recognize participation is voluntary; you may decline without affecting eligibility (page 2).
Workflow map
Related forms and next steps
Before
Current
After
Often used with
⚠ If something goes wrong
- Form 9661 – file a corrected version to amend any inaccurate award information
Questions about IRS Form 9661
What is IRS Form 9661 used for?
Form 9661 sets up a partnership between the IRS and a nonprofit that will give free tax help to people age 60 or older. The nonprofit fills in award numbers, dates, and cost‑sharing information. Both the nonprofit and the IRS must sign before the agreement is active. The form also records whether the grant spans multiple years.
Who must file IRS Form 9661?
The grant recipient – a private or public nonprofit agency or organization – must file IRS Form 9661.
What information does IRS Form 9661 require?
The form collects the recipient’s name and address, UEI, indirect cost rate, budget, minimum federal returns, Federal Award Identifier Number, award date, period of performance (Oct 1‑Sep 30), amounts obligated, cost‑sharing required, multi‑year status, CFDA number, program source, and award description.
How do I complete IRS Form 9661?
First, enter the recipient’s contact information and UEI. Next, fill in award details such as the Federal Award Identifier Number, award date, and period of performance (Oct 1‑Sep 30). Indicate whether the grant is multi‑year and provide cost‑sharing amounts. Finally, both the recipient and an authorized IRS representative sign and date the form before submission.
What happens if IRS Form 9661 is filed incorrectly?
If required information is missing, the IRS may not be able to use the recipient’s assistance in the tax‑counseling programs.
What dates define the period of performance?
The form lists start and end months without year, causing uncertainty. Verify the period reads 'October 1, to September 30' on page 1.
Is my award multi-year or single-year?
The form includes a Yes/No box for multi-year, which may be overlooked. Check the Multi-Year award box on page 1 and confirm selection matches your award.
Can I incur expenses outside the performance period?
The agreement states expenses before or after are not covered. Ensure all costs fall between October 1 and September 30 as shown on page 1.
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