2. Wizard

Form 13978

(Rev. 3-2022)

Projected Operations VITA Grant Application

OMB Number 1545-2222

Catalog Number 51503C

Instructions

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.

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

Pre-screening Question

You cannot complete Mobile-friendly forms Form 13978 unless you have already completed and submitted your initial VITA Grant Budget Plan with initial VITA Grant Application. Please go to http://grants.gov to complete and submit your VITA Grant Application.

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

IRS Tax Analyst

Organization Name and Period of Performance

Enter a FAIN. First 2 digits must match with end of peformance year then followed by VITA  and the last four should be digits. Ex. 23VITA1234.

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

Record the number of low income federal returns expected to file electronically.  Must be an integer greater than or equal to 0 e.g., 25.

Record the number of low income federal returns expected to file as a paper return.  Must be an integer greater than or equal to 0 e.g., 25.

Record the number of low income federal returns expected to file through MyFreeTaxes. Must be an integer greater than or equal to 0 e.g., 25.

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

Return Preparation Site Information (Complete Site Information section with site information)

Record the number of sites planned to operate during the next filing season as traditional site locations.  Must be an integer greater than or equal to 0 e.g., 25.

Record the number of sites planned to operate during the next filing season as virtual site locations. Must be an integer greater than or equal to 0 e.g., 25.

Record the number of sites planned to operate during the next filing season Facilitated Self-Assistance (FSA) locations.  Must be an integer greater than or equal to 0 e.g., 25.

Estimate the number of volunteers and the total hours the volunteers will work by type of position they will occupy.

9. Tax preparers

Record the number of volunteers whose primary responsibility will be certified tax return preparers.  Total number of volunteers must be an integer greater than or equal to 0 e.g., 25.

Record the total hours expected to work by all these volunteers.  Total hours must be 0 or greater and can be a decimal e.g., 10.5.

10. Support

Record the number of volunteers whose primary responsibility will be support personnel such as a greeter.  Total number of volunteers must be an integer greater than or equal to 0 e.g., 25.

Record the total hours expected to work by all these volunteers.  Total hours must be 0 or greater and can be a decimal e.g. 10.5.

11. Site coordinators

Record the number of volunteers whose primary responsibility will be site coordinators. Total number of volunteers must be an integer greater than or equal to 0 e.g., 25.

Record the total hours expected to work by all these volunteers.  Total hours must be 0 or greater and can be a decimal e.g., 10.5.

12. Instructors

Record the number of volunteers whose primary responsibility will be instructors. Total number of volunteers must be an integer greater than or equal to 0 e.g., 25.

Record the total hours expected to work by all these volunteers.  Total hours must be 0 or greater and can be a decimal e.g., 10.5.

13. Program administrators

Record the number of volunteers whose primary responsibility will be program administrators. Total number of volunteers must be an integer greater than or equal to 0 e.g., 25.

Record the total hours expected to work by all these volunteers.  Total hours is 0 or greater and can be a decimal e.g., 10.5.

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

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.

Estimate the total number of federal returns expected to prepare for elderly population.  Must be an integer greater than or equal to 0 e.g., 25

Estimate the total number of federal returns expected to prepare for the low income rural population.  Must be an integer greater than or equal to 0 e.g., 25.

Estimate the total number of federal returns expected to prepare for the low income person with disabilities population.  Must be an integer greater than or equal to 0 e.g., 25

Estimate the total number of federal returns expected to prepare for the limited English proficient population.  Must be an integer greater than or equal to 0 e.g., 25.

Estimate the total number of federal returns expected to prepare for the Native American population.  Must be an integer greater than or equal to 0 e.g., 25.

Estimate the total number of federal returns expected to prepare for the low income population not included in lines 14 through 18 e.g., 25.  Must be an integer greater than or equal to 0 e.g., 25

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

Complete the below with existing and proposed site information. Provide the EFIN (Electronic Filing Identification Number) and SIDN (Site Identification Number) for each site. Click the Add new site button to add an additional site.  Click the Remove site button to remove that particular site.  If you add more than 36 sites, you will be asked to attach word or excel documents with the remaining sites.

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

Site

Enter an EFIN - 6 digits.

Enter a SIDN - 8 digits only.  "S" at beginning will auto-populate.

Use dropdown list to select a state.

    (Maximum 5 files can be attached. Each file can be up to 5 MB. You may attach pdf ,excel, word, jpeg & png files)

    Review your information below. Form is for review purposes only. If changes are needed please use web form.

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

    Review

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